Financial and Estate Planning

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

Revocable Living Trusts

Philip Fish, CFP® Vice President, Estate Planning Specialist, Sandy Spring Trust
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
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.

Wills

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

Protective Trusts

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

Philip Fish, CERTIFIED FINANCIAL PLANNER™, Sandy Spring Bank
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

Philip Fish,  CFP® and estate planning specialist, Phil brings over 30 years of experience in estate and financial planning. Sandy Spring Trust
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...