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

In Episode 2 of season 2, we welcome Tim Borchers, accomplished estate planning attorney and co-author of the bestselling book Saving the Family Cottage: Creative Ways to Preserve Your Cottage, Cabin, Camp, or Vacation Home for Future Generations. This insightful episode dives into the challenges and strategies for passing down cherished family vacation properties without tearing families apart. Borchers shares expert advice on succession planning, avoiding common pitfalls like disputes among heirs, using LLC's, and trusts (spoiler alert: it's all about the operating agreement!) to maintain harmony, and help keep these beloved heirlooms, in the family for generations to come—perfect listening for anyone with a family cottage, cabin, or vacation home they want to protect.

Website: https://www.borcherslaw.com/

Email Tim: info@borcherslaw.com

Website: www.brettcroft.com

Email the show: info@brettcroft.com

In the Season 2 premiere of Smart Money Conversations, host Brett Croft sits down with Sara Grillo, CFA—financial advisor marketing consultant and founder of the Transparent Advisor Movement—to discuss her unconventional career path, her advocacy for advice-only and flat-fee financial planning, and how transparency and ethical alignment are reshaping the advisory industry.

The conversation blends personal history, industry critique, and practical guidance for both advisors and clients navigating today’s evolving financial landscape.

Find Sara here: www.saragrillo.com

Ask us a question: info@brettcroft.com

Website: www.brettcroft.com

In Episode 20, we welcome back Alexander M. Popovich, JD, LLM, Principal and Founder of Planning Advisory Services, LLC, and a seasoned expert in tax, trusts, and estate planning for high-net-worth families. Building on his previous appearance, Alex tackles our questions and dives into three essential topics: conducting effective wealth audits to identify gaps in your current plan, breaking down the ABC's of trusts (from revocable living trusts to advanced structures like A/B trusts), and critical considerations when changing residency to another state—including impacts on estate taxes, document validity, probate rules, and domicile planning. Packed with practical strategies and real-world insights, this episode helps you protect and optimize your legacy—no matter where life takes you!

Website: www.https://www.planning-advisory-services.com/

Contact Alex: alexander.popovich@planning-advisory-services.com

Send us a question: info@brettcroft.com

Website: www.croftfinancialplanning.com

In this episode, co-host Chris Tabish opens up about his growing urge to pull money out of the stock market and adopt a more conservative approach. What starts as a discussion on potential market timing evolves into a deeper reflection on whether this is truly a tactical move or a fundamental strategic shift in his investment philosophy.

We also dive into Warren Buffett's famous 10-year wager against hedge fund manager Ted Seides of Protégé Partners – the bet that a simple S&P 500 index fund would outperform a selection of elite hedge funds (after fees). Spoiler: Buffett won decisively, highlighting the power of low-cost, passive investing over high-fee active management. A timely lesson as we debate risk, patience, and staying the course.

send us a question: info@brettcroft.com

website: www.croftfinancialplanning.com

www.berkshirehathaway.com