A Real Life Matters Discussion Series. In this Professional Discussion Philip Fish, CFP® and Steve Elville, Esq. as they discuss various issues surrounding planning for a family member with special needs.
Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust shares his over thirty years of experience as he provides a broad overview of important issues to consider in your financial and estate plans.
Join Phil Fish, CFP® and Gail Kahan, Estate Planning Attorney, as they discuss the four ways assets can transfer upon the death of a loved one: Joint ownership, beneficiary designations, Revocable Living Trusts and Wills.