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Wealth Management Glossary

Par Value Passive Activity Payable Date Per Capita Per Stirpes Personal Property Personal Representative Physical Certificate Portfolio Power Power Of Appointment Power Of Attorney Precatory Words Preferred Stock Prime Rate Principal Principal Portfolio Probate Court Probate Of Will/Probate Prospectus Proxy Prudent Investor Rule

Precatory Words Expressions in a will requesting (but not directing) that a thing be done or not done.

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