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Jan 25, 2013: Charitable Contributions From Your IRA | Chad Carlson

The American Taxpayer Relief Act that was recently passed by Congress and signed by President Obama has provided some unique benefits to IRA owners 70 ½ or older.  This tax relief act extends the tax favored treatment of direct charitable contributions made from your IRA for 2012 and 2013 for people over 70½. And there are [...]

Jan 10, 2013: Deferring Taxes & Capital Gains | Sean Barron

Capital gains taxes are rising to 20% on wage earners making $400,000 ($450,000 married couples) – what effect will this have on after-tax wealth. In November 2012, Sean Barron, portfolio manager at Delta Trust, wrote an interesting article that explores the value of tax deferrals on capital gains. Click here to read Sean’s article, Ignoring [...]

Jan 1, 2013: Rebirth of a Nation | French Hill

Please click here to download French Hill’s essay Rebirth of a Nation: The difficulties of Transition in Eastern and Central Europe. Mr. Hill presented this in 1991 to the Vanderbilt Journal of Transnational Law.

Dec 11, 2012: Happy Holidays | Delta Trust

Please stop by any of our branches the week of December 17th and enjoy a cup of hot apple cider, cookies and holiday cheer! Delta Trust wants to wish all of our clients and friends peace, joy and prosperity this holiday season! Click here for a list of our branches…we hope to see you soon.  

Dec 3, 2012: AR Kids Read | Delta Trust

AR Kids Read is a community based literacy initiative aimed at combating the startling statistic that nearly one third of third grade students in Central Arkansas are reading below grade level. Delta Trust is a committed sponsor and partner of AR Kids Read. Through our financial and volunteer investments, we hope to assist in transforming our community [...]

Nov 30, 2012: A Rogue Trustee | Delta Trust Case Study

Delta Trust feels case studies are a great way to illustrate how we have been able to assist families and individuals with real life problems. All case studies are based on true client relationships and experiences. Names have been changed to enact client privacy. Why would someone choose a professional trust department rather than an individual [...]

Oct 29, 2012: Delta Trust | Voted Best of the Best

Delta Trust is proud to provide our customers with exceptional service. Thank you for voting for us time and time again. In the past twelve months, we have received the following accolades from you, our clients. We appreciate your business, loyalty and friendship.

Oct 2, 2012: Finding Security in a Reverse Mortgage | Debbie Daniel

I specialize in reverse mortgages and have assisted many families in determining if this product is right for them. Reverse mortgages can provide great benefits to the homeowner and/or homeowner’s family by relieving them of the monthly obligation and freeing up cash that might be needed elsewhere. I wanted to share one of my client’s story because it’s a great example of how this product can really help families.

Sep 20, 2012: Life Happens | Cary Curzon

The LIFE Foundation, a non-profit organization, has designated September as Life Insurance Awareness Month. Their theme for the month is “Life Happens”. Life Happens is a reminder that life is unpredictable, and many things will happen which we have little control over. However, we can try to prepare ourselves for life’s unexpected moments.

Sep 11, 2012: Women’s Lifestyle Series | September 26

On Wednesday, September 26th, the Women’s Advisory Council of Delta Trust & Bank is hosting the luncheon Continuing Your Financial Journey.

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This blog does not necessarily reflect the opinion of Delta Trust & Bank or any subsidiaries. They are the opinion of the author.

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By operation of federal law, beginning January 1, 2013, funds deposited in a noninterest-bearing transaction account (including an Interest on Lawyer Trust Account) no longer will receive unlimited deposit insurance coverage by the Federal Deposit Insurance Corporation (FDIC). Beginning January 1, 2013, all of a depositor's accounts at an insured depository institution, including all noninterest-bearing transaction accounts, will be insured by the FDIC up to the standard maximum deposit insurance amount ($250,000), for each deposit insurance ownership category

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