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Tax Developments Affecting Seniors with David De Jong, Esq. CPA with Stein Sperling

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

The Pandemic’s Impact to Individuals’ Mental Health with Beth Albaneze, House Calls

Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust
In this Professional Discussion Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust interviews Beth Albaneze who is a Certified Therapeutic Recreation Specialist® and a Certified Psychiatric Rehabilitation Practitioner.

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.

Helping Families with Addiction and Substance Use Disorders with Sarah Daniel with Recovery Centers of America

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

The Four Ways to Give What You Have to Those You Love with Gail Kahan, Esq.

Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust
Join Phil Fish, CFP® and Gail Kahan, Estate Planning Attorney, as they discuss the four ways assets can transfer upon the death of a loved one: Joint ownership, beneficiary designations, Revocable Living Trusts and Wills.

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...

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...

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...