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. Phil has worked for Sandy Spring Trust for 20 years and is a salaried officer of the Bank.
A Will is a vital estate planning document that can control certain assets when a client passes away. He will also discuss other estate planning documents such as Financial Powers of Attorney and Medical Advance Directives and how these documents form part of an estate plan. Phil will review the selection of Personal Representatives, the decision makers named in the Will, and how to prepare them for their future role and ease the burden on their shoulders.
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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