EPISODE · Apr 7, 2026 · 1H 36M
#26. Changing State Residency, Trust Types, Why Wealth can be like Gasoline, and How Much is Enough. Guest Samuel M. DiPietro on Estate Planning...
from Smart Money Conversations · host Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish
Episode 26In 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. Sam also shares his thoughts on why wealth can be like gasoline, and his own personal thoughts on the concept of enough.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 #StateResidencyemail us a question at [email protected] by 32Q LLC
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#26. Changing State Residency, Trust Types, Why Wealth can be like Gasoline, and How Much is Enough. Guest Samuel M. DiPietro on Estate Planning...
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