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Helping Families with Addiction and Substance Use Disorders with Sarah Daniel

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...

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...

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...

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...

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...

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...

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...

Advocacy in Health Care. Helping a Client Transition from the Hospital with Mark Asch, Right at Home

Philip Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust
In these discussions Phil Fish, CFP® and Estate Planning Specialist with Sandy Spring Trust interviews local professionals in the areas of law, tax, finance and health care on topics focused around helping families navigate through life’s stages...

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...

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...