WEALTH MANAGEMENT GLOSSARY

Alphabetical Listing

DTC

Death Taxes

Deduction

Defeasible

Deferred Annuity

Depreciation

Direct Skip

Disbursement

Discount Broker

Discretionary Account

Dispositive Provisions

Distribution

Diversification

Dividend

Domicile

Donee/Donor

Duration

Distribution

The apportionment of personal property or its proceeds among those entitled to receive property under terms of a will or trust agreement.

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