Our first child is due in about 2 weeks, so I'm starting to look deeper into the financial implications. One of the obvious things we need to get set up soon after birth is a 529. Is Utah still the gold standard for these? Do I set it up directly through my529 or do I use a 3rd party such as Charles Schwab to set it up?
Also, what other things should I be looking into? We are thinking of setting up an ILIT for the life insurance policy. Anything else?
Thanks in advance.
Also, what other things should I be looking into? We are thinking of setting up an ILIT for the life insurance policy. Anything else?
Thanks in advance.
