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Services: Estate Planning

Wealth Management Retirement Planning Qualified Plan Consulting Estate Planning

Estate Planning

In the course of a wealth-management client relationship, we bring a keen eye to the possibility of estate-planning needs. When those needs appear, we can recommend several appropriate specialists. We will then work as a team with various advisors to ensure your assets are managed and titled in accordance with the estate plan. Always, your best interests are at heart.

Nachman Norwood & Parrott and Wells Fargo Advisors Financial Network do not provide tax or legal advice.

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Securities-related services may be provided only to individuals residing in: Alabama, California, Colorado, Delaware, Florida, Georgia, Illinois, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin.

Insurance-related services may be provided only to individuals residing in: California, Florida, Georgia, Maine, New York, North Carolina, South Carolina, and Virginia.

Securities and Insurance Products:
Not Insured by FDIC or any Federal Government Agency > May Lose Value > Not a Deposit of or Guaranteed by the Bank or any Bank affiliate.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Nachman Norwood & Parrott is a separate entity from WFAFN.

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