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.

Probate Fees

Various fees applied during the probate process (when an individual dies without a will) including court fees, executor fees, attorny fees, accounting fees and more. In order to fund these - the estate is often frozen until the court can establish the distribution of the property

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