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 has worked for Sandy Spring Trust for 20 years and is a salaried officer of the Bank.

Phil discusses Revocable Living Trusts and how this legal document can help families manage their assets, protect their affairs during an incapacity, settle their estate and establish trusts after their passing to protect loved ones. Phil covers the selection of trustees, preparing family for transitions, the proper titling of assets and other important details focused around Revocable Living Trusts.  

Reference Materials

Estate Planning Flowchart »

Sandy Spring Trust Online Seminar Handout »

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This material is provided solely for educational purposes by Sandy Spring Trust, a division of Sandy Spring Bank, and is not intended to constitute tax, legal or accounting advice, or a recommendation for any investment strategy or transaction. You should consult your own tax, legal, accounting or financial advisors regarding your specific situation and needs. Our staff will work closely with your advisors to coordinate your overall plan.

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