Smart Money Conversations Podcast Por Brett Croft CFP® CFA® CTFA® arte de portada

Smart Money Conversations

Smart Money Conversations

De: Brett Croft CFP® CFA® CTFA®
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Smart Money Conversations: an advice-only podcast hosted by Brett Croft, CFP®, CFA®, CTFA®, and entrepreneur Chris Tabish CCO (Chief Comedic Officer) delivers expert financial strategies for UHNW families, covering taxes, investments, estate planning, and passive income. Tune in for clear, actionable insights to build and preserve wealth, inspired by a life of adventure and laughter. This Podcast is for educational purposes only.Brett Croft, CFP®, CFA®, CTFA®
Episodios
  • Estate Planning, Changing State Residency, Trust Types, and How Much is Enough.

    Estate Planning, Changing State Residency, Trust Types, and How Much is Enough.
    Apr 7 2026

    Season 2 Episode 5

    In this episode, Samuel M. DiPietro, JD, CPA, LLM, MST joins us to discuss all things estate planning — from foundational strategies to advanced tax-efficient planning for high-net-worth families.

    We dive deep into one of today’s most important (and often overlooked) topics: successfully changing state residency. Learn what it really takes to establish domicile in a new state, avoid costly tax pitfalls, and align your estate plan with multi-state moves.

    Whether you're building wealth, relocating, or protecting your legacy, this conversation delivers practical, actionable insights.

    Guest: Samuel DiPietro, Attorney at Spencer Fane LLP🔗 https://www.linkedin.com/in/samueldipietro/

    #EstatePlanning #TaxStrategy #StateResidency

    email us a question at info@brettcroft.com
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    1 h y 36 m
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