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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.

Testamentary Trust

A trust that is established in a person's will based upon how they choose to distribute their estate upon death. The trust becomes active when the person passes away. (see testator)

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