Estate Planning Overview Presented to: Leon D. and Debra R. Black Overview of Estate Plan as of April 16, 2014 May 16, 2014 Nancy A. Kistler, CFP@ Aaron Shamshoian, CFP

[email protected]>, Eileen Alexanderson Subject: Estate Overview Date: Mon, 23 Sep 2013 22:03:51 +0000 Hi Jeffrey and Eileen, Attached is the revised Estate Planning Overview prepared by US Trust. As I mentioned, the prior Overview was inaccurate because their program was not updated and calculated the tax using the 35% r

t 6:07 PM Subject: Estate Overview To: Jeffrey E stein <*ecvacation mail.c m> Eileen Alexanderson Hi Jeffrey and Eileen, Attached is the revised Estate Planning Overview prepared by US Trust. As I mentioned, the prior Overview was inaccurate because their program was not updated and calculated the tax using the 35%