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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

Death Taxes 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.

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