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Give It Twice Trust - Help Family and Charity

You may be looking for a way to provide your children with income while making a gift to The Legacy Foundation at Shell Point, Inc.. The "give it twice" trust is a popular option that allows you to transfer your IRA or other asset at death to fund a term of years charitable remainder unitrust. We call this kind of unitrust a give it twice trust because you can use the trust to pay income first to your family for a number of years and then distribute the balance of the trust to charity.

Give it Twice Trust
IRA
Unitrust
Children
Shell Point
Charity image
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Benefits of a Give it Twice Trust

  • Full value of IRA invested to produce income.
  • Payments made to children for a term of years.
  • Estate tax deduction and savings for your gift.
  • Supports the work of Shell Point Retirement Community.

How this Plan Meets Your Goals

The Give it Twice Trust helps you meet your goals

  • Save on income and estate taxes.
  • Treat your children equally.
  • Give children time to learn.

Contact us

If you have any questions about a give it twice trust, please contact us. We would be happy to assist you and answer any questions you might have.

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