A great interview with a phenomenal trust and estate attorney, Erica Cooper with MOBO Law. She loves what she does and loves helping her clients. I call her a “Trust and Estate Guru” she prefers “Shiny Sparkly Unicorn”! Please take action if you feel that Prop 19 might impact you. Call her paralegal, Sally Welch, at 530-214-8700. Mention this episode and the name of this podcast and it’s a free 60-min consult.

 

Ken Greene transitioned from being a Professional Engineer (P.E.) to the “Engineer of Finance.” His goal is to help people become financially independent and help them earn better yields with less risk by investing Off Wall Street.

 

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Show Notes

  • The power to tax is the power to destroy – 2:49
  • Understanding Prop 19 – 3:49
  • Paying additional property tax – 7:22
  • Doing Prop 19 planning – 18:58
  • Several tax changes – 21:09
  • It’s hard to have financial certainty – 23:33
  • Nevada as the best jurisdiction in the US – 25:06
  • Talking about investments strategies – 34:45
  • Have an estate plan – 43:34
  • How to reach out to Erica Cooper – 46:50
  • Making educated decisions – 47:45
  • The implications of Prop 19 – 48:40


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