WEALTH MANAGEMENT GLOSSARY

DTC

Death Taxes

Deduction

Defeasible

Deferred Annuity

Defined Contribution Plan

Depreciation

Direct Skip

Disbursement

Discount Broker

Discretionary Account

Dispositive Provisions

Distribution

Diversification

Dividend

Domicile

Donee/Donor

Dow Jones Industrial Average

Duration

A general term used to refer to taxes against property or the transfer of assets upon the death of the owner, including all estate and inheritance taxes. Sometimes referred to as estate taxes.