When the Unexpected Strikes

In 2017, financial advisor Will Palmer began working with Denny and Barbara, a couple in need of professional financial guidance. Over the years, Will helped them build a substantial portfolio and supported them through various career transitions, earning their loyalty as trusted clients.

As their dedicated advisor, Will conducted a thorough review of Denny and Barbara's estate plan and uncovered a critical issue that required immediate attention. Recognizing the potential consequences if left unaddressed, he approached the couple to openly discuss the matter. Denny and Barbara appreciated his proactive approach and entrusted him to guide them through the complex legal process. Tragically, before the estate plan issue could be fully resolved, Denny passed away unexpectedly. Barbara, now facing not only the grief of losing her husband but also complex legal challenges, received exceptional support from Will. He collaborated closely with an attorney, acting as her advocate and data gatherer throughout the process.

Side by side, Will and Barbara spent over a year navigating complex legal processes to ensure Barbara's financial future. This case presented an intricate and challenging scenario, requiring both financial expertise and unwavering empathy. Will's commitment to helping Barbara went beyond mere professional duty; it was driven by his genuine desire to be there for her when she needed it the most.