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Restricting access to an inheritance can be tricky

Restricting access to an inheritance can be tricky
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Burton mitchellLos angelesDear lizSocial security

Money Talk with Liz Weston: A sticky inheritance scenario

Achieving what you want when it comes to your estate plans may be a lot more complicated and have more repercussions than you currently imagine.

Burton mitchellLos angelesDear lizSocial security

College financial aid: Weighing 529 plans, custodial accounts

Custodial accounts can hurt need-based financial aid but won’t affect the merit aid that many colleges use to attract wealthier students.

United statesNew yorkLynda mcgeeBurton mitchellIrfan khan los angelesRon lieberLos angelesDal grilloDowntown magnets high schoolPrice you pay for collegeUs postal serviceNew york timesDear lizPrice you payIrfan khanLos angeles times

Liz Weston: What is the double step-up as applied to trusts, and how does it work?

Liz Weston: What is the double step-up as applied to trusts, and how does it work?
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What to know about buying a house using retirement funds

It is possible to use funds from retirement accounts to buy a house. But withdrawals could bring taxes and penalties.

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