In the following presentations, Phil Fish, CFP an Estate Planning Specialist with Sandy Spring Trust shares his 30 plus years of experience.

  • In the seminars, Phil talks about key issues in relation to estate and financial planning.
  • In the Professional Discussion Series, Phil interviews local professionals in the areas of estate planning, tax, finance, and health care.

We hope you find these libraries to be a useful resource and invite you to share them with your family and friends.

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.

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...

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.

Financial and Medical Powers of Attorney

Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust, discusses two critical incapacity planning documents: A Financial and Medical Power of Attorney.

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...

The Role of a Fiduciary – Trustee, Personal Representative and Agent Under Powers of Attorney

Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trustoutlines the various Fiduciary roles within a client’s estate planning documents and key issues facing these decision makers.

Protective 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 trusts established after the passing of a client to protect a loved...

Investments

Join Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust in this estate and financial planning discussion as he covers a range of topics with a focus on Investments.

Taxes

Your tax plan needs to coordinate with your financial and estate plans. Phil Fish, CFP® brings over 30 years of experience in estate and financial planning, discusses Federal and State Estate taxes, the Maryland Inheritance Tax, Traditional and ROTH...