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Wealth Management Glossary

Alphabetical Listing
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D
DTC
Death Taxes
Current TermDeduction
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
Deduction
For tax purposes, the portion of an estate that does not generate tax (such as a marital deduction).

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