Library

Ethan McKenney, CFP®

Senior Wealth Management Consultant

Financial Planning » Understanding Revocable Trusts

February 23, 2017 | Wealth Management

Wills and Revocable Trusts are estate planning tools which can be used to pass assets on at death. However, the structure of wills and trusts are quite different. In order to understand how both a will and trust work, you must first understand the probate process. In very broad terms, a Will …

Ethan McKenney, CFP®

Senior Wealth Management Consultant

Library » Required Minimum Distributions from Inherited IRAs

December 18, 2015 | Wealth Management

As the end of the year approaches, it’s important to be aware of certain withdrawal requirements for owners of IRAs. Many may be aware that Required Minimum Distributions (RMDs) from IRAs begin in the year when an IRA owner turns 70½. However, RMDs from Inherited IRAs are treated differently and …


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