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...

Negotiation and Dealing with Difficult People with Steven Shapiro, Esq., Resolution Matters, Inc.

Philip Fish, CFP®, Sandy Spring Trust interviews Steven Shapiro with Resolution Matters, Inc. as they discuss the challenging assignment of working through conflict. How can families prevent fractures during stressful times such as the illness or...

Revocable Living Trusts

Join Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust, as he shares his 30 plus years of experience on Estate and Financial Planning Issues. Phil discusses Revocable Living Trusts and how this legal document can help families...

To Stay or To Go? The Difficult Choice of Divorce with Erin L. Kopelman, Esq.

Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust
In this discussion Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust and Erin talk about one of the most difficult decisions an individual can make: To stay or leave a marriage. Erin is a family lawyer serving clients in...

Wills

Join Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust, as he shares his 30 plus years of experience on Estate and Financial Planning Issues with a focus on Wills. Wills are a vital estate planning document that can control...