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Wealth Replacement Planning

With the assistance of our team of trust and estate planning advisors, Delta Trust Insurance Agency can help you with large charitable gifts. A donor will make a gift to their favorite charity or foundation by establishing a Charitable Remainder Trust. This gift is often made with highly appreciated property that would be taxed if sold by the donor. The Charitable Remainder Trust receives the gift for the benefit of the charity or foundation and the donor receives income from the trust. A portion of the income and/or the tax savings from the gift are often used to establish another trust that will own life insurance on the donors. At the time of the donor’s death, the charity receives the gifted asset and the donor’s beneficiaries receive the insurance proceeds tax free from the insurance trust.

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©2014 Delta Trust & Bank | Privacy & Security

Insurance products and annuities sold through Delta Trust Insurance Agency, Inc. are underwritten by unaffiliated insurance companies, the performance of which is not guaranteed by Delta Trust Insurance Agency, Inc. The bank may not condition an extension of credit on our purchase of an insurance product or annuity from the bank or any of its affiliate.

Insurance products are not a deposit or obligation of, or guaranteed by, the bank or an affiliate of the bank.

Not a Deposit. Not FDIC-Insured. Not Insured by any Federal Government Agency. Not Guaranteed by the Bank. May Go Down In Value.

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