​​Lauren Loparo

The Mark Anthony Group
Retention Planning
MYLOC

Phone: (813) 967-7526
Email: [email protected]

Schedule an Appointment

Estate Protection

Wrong Way

• No Living Benefits
• Checks one box
• 99% of the time never pays out (expires)
• No conversion option
• Structured incorrectly

Correct Way​

• Covering the Estate against total loss
• Checks up to 18 boxes 
• Built in "Living Benefits"
• Can convert to a Permanent option
• Structured to absorb all debt

Call Us: ​(813) 967-7526

Schedule an Appointment

Living Trust 

Wrong Way

• Will & Testament a State Government Plan
• Is public record
• Usually involves going to Probate
• Can take up to three years to settle
• Can be costly (8-24% of the Estate)

Correct Way​

• Pour over Will's inside of the Trust
• Private (no public record)
• Avoids Probate
• No waiting period 
• Limited out of pocket costs

Schedule an Appointment

It’s Only Too Late If You Never Start

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