Financial services information from Sandy Spring Bank
Apr 01, 2008 07:52 AM
In this issue of Sandy Spring Financial News I will expand upon my discussion of the core elements of Transition Planning by taking a further look at the first element - Legal Documents.
Mar 25, 2008 12:58 PM
In this issue of the Sandy Spring Financial News, I will conclude my overview of the nine core elements of Transition Planning: Incapacity Planning, Medical Wishes and Estate Settlement.
Mar 04, 2008 11:07 AM
In this issue of the Sandy Spring Financial News, I will cover elements four, five and six in our discussion of the nine core elements of Transition Planning.
Jan 28, 2008 02:04 PM
This issue of Sandy Spring Financial News contains the first of three articles that address the core elements of Transition Planning.
Oct 09, 2007 08:39 AM
In this issue of the Financial News, I will give a general outline to Reverse Mortgages and provide contact information for Cheri Kelly-Michno, Reverse Mortgage Specialist at Sandy Spring Bank.
Sep 19, 2007 01:20 PM
In this issue we discuss using a Revocable Living Trust (Trust) as a primary estate-planning document. We will review the creating and funding, the management during your lifetime and the role of your Trust upon your death.
Sep 06, 2007 11:44 AM
In this edition of the Financial News, I want to discuss a few key issues that individuals with retirement plans face, and pose 6 questions that need to be answered.
Sep 06, 2007 11:44 AM
In this edition of Sandy Spring Financial News, I will discuss the four reasons why Revocable Living Trusts are frequently used as an estate planning document.
Aug 31, 2007 10:25 AM
In this issue I will discuss four of the reasons why a client might select a Corporate Trustee and three red flags to watch for during the selection process.
Aug 28, 2007 04:46 PM
In this issue of the Financial News I want to discuss the importance of ensuring that your adult children have the proper legal documents. Estate Planning is not only for the over 50.
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