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.

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.

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...