The Challenges of Having Business Partners with Drs. Donna and David Gage

Join Phil Fish, CFP® and Drs. Donna and David Gage with BMC Associates as they discuss the various challenges of having a business partnership with two or more owners.

Why Estate Planning is so Important for Young Adults with Lindsey Sarowitz, Esq.

Join Phil Fish, CFP® as they discuss the importance of incapacity and estate planning for young adults. 50 min. length.

Senior Living Options 101 with Oasis Senior Advisors

In this Professional Discussion Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust interviews Tracy Skalitzky and Tarik Marshall with Oasis Senior Advisors.

Estate Planning and What Happens When You Don’t With Victoria Kelly, Esq.

Philip Fish, CFP® and Victoria Kelly, Estate Planning attorney, as they discuss the many negative events that can occur if an individual does not establish a strong estate plan.

The Myths and Truths of Medicaid Paying for Long-Term Care with Morris Klein, Esq.

Join Phil Fish, CFP® and Morris Klein, Esq. as they uncover many of the myths and truths surrounding Medicaid’s ability to cover long-term care expenses.

Tax Developments Affecting Seniors with David De Jong, Esq. CPA with Stein Sperling

Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust and David De Jong, Esq. CPA as they discuss a number of important tax issues that affect seniors.

Financial and Estate Planning

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.

How Does Sandy Spring Trust Assist Clients with Their Estate and Financial Plans?

Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust outlines the different ways Sandy Spring Trust assists our clients with their estate and financial plans.

The Four Ways to Give What you Have to Those you Love with Gail Kahan, Esq.

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.

Investing in a Low Interest Rate Environment with Jay Tortona, CFA®, CFP® Sandy Spring Trust

As our clients face some of the lowest interest rates in recent history, they are faced with a real challenge: How to manage their investments during these difficult times. Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust, and...