Southwest Florida

Banking Roadblocks with Trusts

In this video, Cindy discusses some of the roadblocks some banks put in your way when you’re trying to fund your revocable living trust.

Other articles/videos you may find interesting:

Why Do I Need a Will if I Have a Trust?

Why You Might Not Get What’s in Mom’s Will

Ready to make sure everything’s in order for your loved ones in the event you become incapacitated or die? Give Manasota Elder Law a call at 941-444-5958. We’ll help you determine whether you’re all set, or whether there are still some things that need to be done to protect what’s most important to you … your family.

You wonder whether your granddaughter will think of you fondly when you’re not around anymore.

You want to make sure someone will love and care for your dog, horse, or parrot when you can’t.

Your spouse doesn’t share your love for guns, and you fear your collection could be sold for almost nothing – or even destroyed – instead of being passed on to your children or others who share your passion.

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What Our Clients Are Saying

I’ve been working with Cindy and her firm since 2019 (after being recommended by my attorney in Alaska) and have found her and her staff to be personable and professional. I have recommended her to several friends who need estate planning assistance more than they could possibly imagine.

Dale H.

You and your husband were a delight to work with. Easy, quick and pleasant. Will certainly call you for our future needs. Best wishes.

Martin C.

We Thank You Tim and Cindy for all your expert advice and professionalism! We will definitely refer your legal team to any of our friends and family. Thanks again!

Joey S.

Cindy, Just wanted to do a follow-up – I picked-up my first can last night from the dealer! It took about 6 months, but everything went smooth with the [Gun] Trust you did for me. Thanks again!

Mike S.

Cindy, thank you for your prompt attention and completion of my gun trust. I only wish I had come to you sooner and would have saved $189 for a standard trust package from another law firm in Tampa, which was utterly confusing. Thanks much and will be seeing you in the future for my legal needs.

Arthur G.

I am very happy with all the services that Cindy rendered. I couldn’t have asked for any better help than what she gave to me in setting up Medicare and Medicaid for my cousin, Ron. Cindy is very friendly & prompt with her help. I would highly recommend her to everyone. Thank you Cindy.

Bill G.

Cindy has done a professional service with my time and trustworthy explanation of her programs. Any questions were responded clear and concise. Thanks for fast and efficient service.

Mickey M.

Cindy helped us with our estate planning and she was great!! She is extremely knowledgeable and super fun to work with!! Thanks Cindy!!

Kyle S. & Wendy Y

Cindy Clark prepared our estate planning documents and did a great job. Very thorough and organized. I’d highly recommend her and her firm for all areas of law she specializes in.

Chris B.

Very knowledgeable, easy to work with, and personable. Highly recommend!

Travis C.

Cynthia and Tim were absolutely terrific in guiding us through our Trust creation process, They responded quickly and comprehensively to all our questions. Very professional! Highly recommend!

Linda R.

Cindy is a customer-oriented professional who makes the law understandable. It was a real pleasure to work with her and her staff.

Janice B.

Tim and Cynthia provided us very professional guidance for our legal documents. Easy to communicate and answered the many questions we had. Thank you for all of your help.

Carl B.

Cindy is easy to talk to, she listens to me, answers all my questions, and is very smart. I would recommend her to anyone who needs an estate planning attorney.

Joan

Attorney Cynthia M. Clark and her staff provided excellent service in creating and preparing news will and associated documents for my wife and myself.
They carefully guided us through the process, clarified questions, and made us extremely comfortable with the process. We highly recommend them.

Fred

Cindy and her staff helped my husband and I with our wills…. making sure our affairs were in order, and giving us peace of mind, after our Ohio lawyer failed to complete the process and left us wIth no wills during the Covid virus.

Deb

Attorney Clark is exceptional! She has a financial background as well as legal which is a necessary combination when Estate planning. She is honest and truly cares about her clients. I’m grateful to have found her and wouldn’t hesitate to recommend her.

Elizabeth

Cindy is a customer-oriented professional who makes the law understandable. It was a real pleasure to work with her and her staff.

Chris

Manasota Elder [Law] just executed a trust for me. I’m very pleased by their professionalism and will next ask them to update my will. I highly recommend Cynthia and Tim Clark for your legal needs.

Julie

She is the best of the best! Not only highly intelligent but caring. That’s hard to find these days. She helped my 93 yr old family friend through everything and was so smart and kind. I give her 5 stars!

Anonymous

Just had our Estate Planning done at Manasota Estate Planning. Cindy was great to work with. Her experience, knowledge and professionalism is outstanding. Tim is excellent with his communication, and kept us well informed during this process. Thank you both for making this process easy for us.

Vincent P.

Manasota Estate Planning

677 N. Washington Blvd. | Sarasota, FL 34236 | 941.444.5958

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