Helping Families with Addiction and Substance Use Disorders with Sarah Daniel

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...

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

Philip Fish, CFP® and Estate Planning Specialist with 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® and Estate Planning Specialist with Sandy Spring Trust
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.

Phil Fish CFP® and Estate Planning Specialist with Sandy Spring Trust
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...

Advocacy in Health Care. Helping a Client Transition from the Hospital with Mark Asch, Right at Home

Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust
In these discussions Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust interviews local professionals in the areas of law, tax, finance and health care on topics focused around helping families navigate through life’s stages...