Glossary

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
SAVING & INVESTING GOVERNMENT BENEFITS
401(k) Plan Fully Funded Model
529 Plan Local Education Agency
2176 Model Waiver Medicaid
Balance Sheet Medicare
Borrowing Representative Payee
Capital Appreciation Section 8 - Housing Assistance
Capital Growth Social Security Disability Income
Capital Loss Supplemental Security Income
Capital Needs Analysis Disability Determination
Cash Equivalents LIFE INSURANCE
Cash Reserves Long Term Care Insurance
Common Stock

Permanent Life Insurance

Current Liabilities Survivorship Life Insurance
Debt Obligations Term insurance
Default Risk Universal life insurance (Adjustable life)
Deferred Annuity Whole life insurance (Ordinary life)
Disability Determination OTHER
Discretionay Income Pressure Points
Diversification Surety Bond
Dividend ESTATE PLANNING
Earned Income 2176 Model Waiver
Equity Bequest
Fiduciary Charitable Gift Annuity
Investment Objective Charitable Remainder Trust
Fixed Annuity Charitable Trusts
Fixed Assets Codicil
Fixed Expenses Conservator
Fixed Income Investment "Crummy" Provisions
Fixed Income Security Custodianship
Growth and Income Durable Power of Attorney (POA)
Growth of Principal Durable Power of Attorney (POA) for Health Care
Growth-oriented Investment Estate
Inflation Estate Tax
Inflation Rate Executor/trix
Inflation Risk Grantor
Interest Gross Estate
Interest Rate Guardian & Conservator
Investment Objective Health Care Proxy
Liabilities Intestacy
Life Annuity Irrevocable Trust
Liquid Assets Joint Tenancy with Right of Survivorship
Liquid Net Worth Katie Beckett Waiver
Marketability Letter of Intent
Maturity Date Living Wills
Non-Liquid Assets OBRA 1993
Rates of Return Payback Trust
Required Minimum Distribution Pooled Trust
Retirement Assets Power of Attorney
Risk/Return Trade-Off Probate
Rollover IRA Revocable Living Trust
Roth Conversion IRA Revocable Trust
Roth IRA Special Needs Trust
Safety of Principal Successor Trustee
Secured Debt Temporary Guardian or Conservator
Semi Liquid Assets Tenants in Common
Single Premium Deferred Annuity Testamentary Trust
Stock Transfer on Death Account
Time Value of Money Trust
Total Return Trust Administration
Treasuries Trust Advisor
Use Assets Trustee
Variable Expenses Ward
Yield Will
  Will Contest