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EFTA01088415 | EFTA01088416 Leon D. and Debra R. Black Overview of Estate Plan as of Apri116, 2014 Statement of Disclosure Investment product such as sinks. heeds and mutual funds: Are Not FDIC Insured May Lose Value Are Not Sank Guaranteed IMPORTANT: TMMeigamma* is for disarms'. 'MOMMIL It doe. not regain !mat tax. imentmera or imamateadvice andMinnbe relied upon for im;Mmentation andfor preterite town penalties. the provisiom of your map planning Mamma will sawn the disporition ofmacrame tattays conceit with year indaprthlen monks pad tax Marotta Mal and is Mate IMPORTANT: it..,,. projectiom are eliMMe, only and are bawd on eonitandmhangre amormions Your gaol mulls may he Mutt or worse. LCCIttan, finAn'CiliPmiftlionstonmA he made Mb any rating. and arc met guaranteed alwaysconsult with your independent attorney and tat advisor Mr legaland lax atria. IRS Circular me Measure: humane to IRS Itgotrtions. Worm pm that rad tax abbe cements:1M tha ammunlagion lindoding any attachments) b nor inueded or mitten to Mused.and cram he Lind h,. any pram al may for the miasmal Of molding tat MAIM peltlilitS Mania:1M any gotmunagel us authority <a gems Of 01) !amain& magairgof 10.,3011111114a41.0 WANT party my uunamion 011hatit derimed herein. We Maw you toconsult Mb an independent tat Minnonmar poniadar 04% CifIIIIIISUOM0. Imvtnml product and senior% may be ensidrhle 'heath a alationstop mangsd by US. Trust. Bank of America Pram Wealth Manammag or througha relationship Rover & Smith lawapwaust Menill Lynch. time. Certain U.S. Trutt amodateure eaditnof represamalies with Sherrill Lsuch. Pim.. Fenner Dr Smith Inimpaged and my assist pea with imminent peodurts and seniors plaided throve, Merrill Lmeh. Pierre_ Fenner Sr Smith Inowporged dote sub:LI:hada of Bank of ATIMII9Coiponitiew IlimV\VI.C.S.Tnut dm tax mange 'marmots held at Wain lamb. Pines. Fuse Di Smith Inceopeaml and sou mutt direct pm representative to lag salon oniM Mire gimes Individual ilItIfilakagyoriMat nal Mask ia you' ownd ported.> ham invested ina MlitlOtt wha may differ from this report InMinim thew materiels may Mous WI1011ielmtna al an Matthaei. owls GAMSel polite to. which nodal US Tam ma Merrill Limb. Pima rams la Smith Iniorpoiated gem as an advisor. Merrill Lynch. Pierce. Seenerit Smith Incorporatedire registered brokerecoler. member El-SRAand XIPC. and a Motif:owned robridiary of Punk ofAmerica Corporation. Merrill Lynch. Pima. !Mawr& Smith Incorporated dogmas mamma tat or Mal advisor. Several products such as mutual funds iariable annuities and other alternative inteamenti that maybe marks:ad ammingelment alternatim fa you are only toe sold "hew Procaled MaCromPanied by a meant prospeam and/or affair., merrewanda. The prapraus aratfor *fining memccanda prink mem cornpkite information on the prods& including diaries mews and special imminent and should he read carefully before inverting. The fallowing report la for fiduciary me only. The essoam piesenting this report roma is ming within his Of be, fidurlarycepidty with U.S. Twist. not withal boar her licamed meaty. If say. with Mail Lynch Parch F1114.1 Smith Incorpsetacd. The Infornualon and data In the following report wereobtained (IMOsomas &need reliable. Their gamey and rompletrams arc not guarantee& and the glamor thefameis not deemed an din Of Sakhali011 101 thepunkas. or role of sozneitim. This report attempts to measure • panlogri mammal itammenta by ravaging the peeforman of allweurllks IntheWm The index may bee mead tool. istat is m many reptmentathe of past performanceof I particular fund ca murky. and is ax repiescaualvtof any MumFedora...meeting furthealer GRWSitIVIIL Acigumplicas.tonnaning in: Minna tax rim Alt illastrothre papaws only and not nuoulal to meat economic. parlorniama Any mat Of patfoltheasniam andloi mums shown <a used io this repon matt traerthal hi mina ow gamma Marble Milh at an inimical pendant bantam may nee 111WIS dirtily loan India. 11th reports n preliminary analytic and not IlKILTS011iy the RKIICJi fulfilment of mommeniations Cm materiel is for ihistrdim and alwetrand purposes and sit been prepared add" to mid you in the mime of pun imminent alternmwer Sou should <emelt appropnatelepl =Atones alums and thenmoat your representative n ahe appropide near steps Shia report dam not constitute legal. geountingarespermitnentadviee. If you theme to follow an insettment *vacant Meth intheMiming atomic) rcpwitioning of yaw ponfolio may mullin tax consequebe es Spathe contents of iha tementstian geoad not beaded 'wassailing oonsulting athlrOprote kgI are/ or tax advisors MI lax calculations herein are merely estimatteand strodel not be relied upon for Mailed tax planning purees MI income taxes art based on NM tat rats add not take all tbedetailsofa stater income tat laws into mount Thin anabstia Is bawd on the calendar year. All 453S and liabilities are lued ai the end afmth mar. Deaths are alio *seamed to mum at the end ofeactryter. For the finst mor ofthe anemia**. annual TCIU1115 are prorated on a daily halts US Trost. Bank ofMarta Prime Wealth Management operates thrones Bead of America and other subsidiaries of Bank ofMania eathoration NM°fanatic, . • Member FDIC. C. son Bank aliments Porporgion. All rights Mewed Page 2 of 26 EFTA01088416
May 9, 2026 at 1:51 AM