Estate Planning Fundamentals for Individuals with Special Needs. Presented by Steve Elville, Esq. with Elville and Associates, P.C.

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.

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.

The Pandemic’s Impact to Individuals’ Mental Health with Beth Albaneze, House Calls

In this Professional Discussion Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust interviews Beth Albaneze who is a Certified Therapeutic Recreation Specialist® and a Certified Psychiatric Rehabilitation Practitioner.

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.

Helping Families with Addiction and Substance Use Disorders with Sarah Daniel with Recovery Centers of America

In this discussion Phil Fish, CFP® and Estate Planning Specialist and Sarah Daniel with Recovery Centers of America, tackle the difficult topic of addiction. They discuss a number of topics including different treatment options that are open to...

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...

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...

The Uses and Abuses of Financial Powers of Attorney with Elizabeth Forgotson Goldberg, Esq.

Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust interviews Elizabeth Forgotson Goldberg as they discuss Financial Powers of Attorney and how this vital estate planning document plays such an important role during a client’s...

Incapacity 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 incapacity plans.