IDIT Insights
Expert commentary on the intersection of estate planning, tax strategy, and artificial intelligence.
- Funding StrategiesMarch 19, 2025
How to Fund an IDIT: A Step-by-Step Guide to Installment Sales
Learn the mechanics of funding an Intentionally Defective Irrevocable Trust (IDIT), from the initial 'seed gift' to the installment sale promissory note. Master the art of tax-free wealth transfer.
Read Article → - Estate PlanningFebruary 11, 2025
IDIT vs. GRAT: Which Estate Freeze Strategy is Right for You?
Compare Intentionally Defective Irrevocable Trusts (IDITs) and Grantor Retained Annuity Trusts (GRATs). Discover which strategy is best for freezing your estate value and minimizing taxes in 2025.
Read Article → - Future of FinTechOctober 31, 2024
Why AI is the Future of Estate Planning: Beyond Static Documents
Discover how Artificial Intelligence is transforming estate planning from static documents into dynamic wealth preservation strategies. Learn why the future of FinTech involves AI-driven trusts.
Read Article → - Estate PlanningOctober 14, 2024
Unlocking Tax Savings with IDITs: An AI Guide to Wealth Preservation
Discover how Intentionally Defective Irrevocable Trusts (IDITs) can freeze your estate's value and save millions in taxes. The ultimate guide to AI-optimized wealth preservation.
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