Basic Estate Planning Report

The Patrick Group, Inc. (DBA Stage 2 Planning Partners) is a registered investment adviser located in South Burlington, Vermont. The Patrick Group, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Patrick Group, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of The Patrick Group Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as The Patrick Group, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by The Patrick Group, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of The Patrick Group, Inc., please contact the state securities regulators for those states in which The Patrick Group, Inc. maintains a registration filing. A copy of The Patrick Group, Inc.’s current written disclosure statement discussing The Patrick Group, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from The Patrick Group, Inc. upon written request. The Patrick Group, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to The Patrick Group Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

: The Patrick Group (DBA Sage 2 Planning Parnters) is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.