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.

Assisting Clients Manage Their Day to Day Finances with Paul Orsinger

(38:45 mins.) Join Phil Fish, CFP® and Paul Orsinger as they discuss ways daily money managers’ help clients navigate the complexities of life and work through transitions such as retirement or the illness of a loved one.

The Myths and Truths of Revocable Living Trusts with Meryl M. Kinard, Esq.

(42:45 mins.) Join Phil Fish, CFP® and Meryl M. Kinard, attorney, as they discuss common trusts and myths surrounding Revocable Living Trusts.

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...