Client Login

The Gervais Group

Home
Meet the Team
Family Wealth
Our Book
Insights
- Articles
- Videos
Contact Us
Client Login

Client Login

Decanting An Irrevocable Trust

July 18, 2023

CLICK IMAGE TO READ FULL ARTICLE

Contact

Office: 262-240-3519

Toll-Free: 800-711-6132

Fax: 262-240-3550

1539 West Market Street

Mequon, WI 53092

LGervais@rwbaird.com

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Baird Financial Advisors may only conduct business with residents of the states or jurisdictions in which they are properly registered or licensed and not all of the securities, products and services mentioned are available in every state or jurisdiction. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining market. Please visit FINRA’s BrokerCheck for specific state securities licensing for each Financial Advisor. This Website is for informational purposes and is not an offer or solicitation of an offer to buy or sell any securities, products or services. This site is for residents of the United States. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC.

Terms & Conditions l Retail Investor Information/Form CRS l Privacy Policy l Financial Information l Business Continuity