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Planning for Life . . . and all that life encompasses


Estate Planning today is more than just death and taxes.  You have lots of choices to consider.  So many choices, in fact, that it’s hard to make the right decision for yourself without getting help from an experienced and insightful expert.


That’s where we come in.  We’re Quad City Life Planning.  We’re as well equipped as anyone to help you sort through all your choices and choose the plan that’s just right for you at this time in your life.


We’ll help you customize the plan you desire, regardless of whether

  • your needs are simple or complex

  • money is no object or your budget is tight

  • you’re retired or just starting out

  • you’ve got family members to rely on or are essentially on your own


You’re welcome to choose a plan that is

  • device-based

  • Will-based

  • Trust-based, or

  • a hybrid


Our job is to support you on your Life Planning journey.  You choose the level of support you want from us.


We do a lot of other things besides Life Planning.  Feel free to browse our website.  Please contact us to answer your questions and to get the help you need to do your planning right.

  • ​Wills & Trusts

  • Powers of Attorney

  • Estate Plans

  • Legacy Plans

  • Disability Plans

  • Guardianships & Conservatorships


Are you interested in more information on Life Planning topics?  ​Check out the FAQ / Educational Resources link above for Webcasts on:

  • Planning for Risky Business (Planning in a Time of Elevated Risks)

  • How to Design Your Life & Estate Plan

  • How to Contain / Minimize the Amount Spent on Plan

  • How to be an Executor 


Dealing With A Loved One's Estate.

  • Now posted in Educational Resources.

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