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Financial Terms & Definitions
If talking about finances feels like trying to learn a foreign language, we're here to help. As your trusted financial planners and investment managers, we want you to understand the terms, acronyms, and jargon that may arise during your financial journey.
From Amortization to Zero-Coupon, we've got you covered.
Here's our glossary of financial terms in alphabetical order to get you started.

What is Estate Planning?

A strategic process of creating documents to detail the administration and future distribution of an individual's assets at the time of incapacity or death, as well as planning for healthcare needs near the end of their life. Some of these basic estate planning documents include, a will, trust, healthcare power of attorney, living will and durable power of attorney.

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