WEALTH MANAGEMENT GLOSSARY

Alphabetical Listing

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

Duration

Defined Contribution Plan

Pension plans in which the corporation is committed to making contributions according to a fixed formula.

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