The Mark Anthony Group
​​Lauren Loparo

​​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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Contact Us

The Mark Anthony Group
2400 Commercial Blvd
Fort Lauderdale
Florida, 33308
(954) 850-3535
Click Here to Email Us
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