Rabea Taylor, Estate Planning and Elder Law Attorney

05/13/2024

𝗝𝗼𝗶𝗻 𝘂𝘀 𝗳𝗼𝗿 𝗮 𝘀𝗽𝗲𝗰𝗶𝗮𝗹 𝗘𝘀𝘁𝗮𝘁𝗲 & 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗣𝗹𝗮𝗻𝗻𝗶𝗻𝗴 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝗲𝗺𝗶𝗻𝗮𝗿!
In this 𝗰𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗸𝗻𝗼𝘄𝗹𝗲𝗱𝗴𝗲-𝘀𝗵𝗮𝗿𝗶𝗻𝗴 𝘀𝗲𝘀𝘀𝗶𝗼𝗻, Nohemy Montes (J.D., CPFA, President & Senior Wealth Manager of Mont Wealth) and I will delve into the crucial topics of 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴, 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀, 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗼𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗺𝗼𝗿𝗲. This presentation offers invaluable insights to help you navigate the complexities of safeguarding your wealth and securing your legacy.

Two event dates to choose from.
Saturday, June 1, 2024. 10:00 a.m. to Noon The Club at Flying Horse
Wednesday, June 5, 2024 3:00 p.m. to 5:00 p.m. Library 21c

Register Today! https://www.montwealth.com/events

Rabea Taylor, J.D. is not affiliated or registered with Cetera Advisors LLC.
Securities and advisory services offered through Cetera Advisors LLC., Member FINRA/SIPC., a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Mont Wealth is the brand name of Montes Group, Inc.
The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Nohemy Montes, J.D., CPFA by any client.

05/10/2024

𝗔𝗿𝗲 𝗬𝗼𝘂𝗿 𝗔𝘀𝘀𝗲𝘁𝘀 𝗮𝗻𝗱 𝗟𝗲𝗴𝗮𝗰𝘆 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗲𝗱?
𝗝𝗼𝗶𝗻 𝘂𝘀 𝗳𝗼𝗿 𝘁𝗵𝗶𝘀 𝗲𝘅𝗰𝗹𝘂𝘀𝗶𝘃𝗲 𝟮-𝗵𝗼𝘂𝗿 𝗲𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝗲𝗺𝗶𝗻𝗮𝗿 𝗱𝗶𝘀𝗰𝘂𝘀𝘀𝗶𝗻𝗴 𝗲𝘀𝘁𝗮𝘁𝗲 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴, 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀, 𝗦𝗼𝗰𝗶𝗮𝗹 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 𝗼𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻, 𝗮𝗻𝗱 𝗺𝗼𝗿𝗲!

𝗧𝘄𝗼 𝗲𝘃𝗲𝗻𝘁 𝗱𝗮𝘁𝗲𝘀 𝘁𝗼 𝗰𝗵𝗼𝗼𝘀𝗲 𝗳𝗿𝗼𝗺:
Saturday, May 18, 2024. 10:00 a.m. to Noon The Club at Flying Horse
Wednesday, May 22, 2024 3:00 p.m. to 5:00 p.m. Library 21c

𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗧𝗼𝗱𝗮𝘆: https://www.montwealth.com/events

𝗘𝘃𝗲𝗻𝘁 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:
In this collaborative knowledge-sharing session, we delve into the crucial topics of estate planning, retirement strategies, and Social Security optimization. This presentation offers invaluable insights to help you navigate the complexities of safeguarding your wealth and securing your legacy.
𝗪𝗲 𝗪𝗶𝗹𝗹 𝗗𝗶𝘀𝗰𝘂𝘀𝘀:
✅ 𝗔 𝗛𝗼𝗹𝗶𝘀𝘁𝗶𝗰 𝗔𝗽𝗽𝗿𝗼𝗮𝗰𝗵: See how collaboration between an estate planning attorney and a professional financial planner ensures a comprehensive strategy that integrates legal and financial aspects.
✅ 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗶𝗻𝗴 𝗪𝗲𝗮𝗹𝘁𝗵 𝗳𝗼𝗿 𝗬𝗼𝘂 𝗮𝗻𝗱 𝗳𝗼𝗿 𝗬𝗼𝘂𝗿 𝗙𝘂𝘁𝘂𝗿𝗲 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀: Learn how combining expertise in estate planning with wealth planning strategies can empower your decision making.
✅ 𝗔𝘀𝘀𝗲𝘁 𝗣𝗿𝗼𝘁𝗲𝗰𝘁𝗶𝗼𝗻: Understanding both estate and financial planning can help safeguard assets from potential risks and protect against unforeseen events.
✅ 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲: Understand how you can benefit from the assurance that your estate and retirement plans are meticulously crafted and legally sound, reducing uncertainty and stress.
✅ 𝗧𝗿𝘂𝘀𝘁𝗶𝗻𝗴 𝗥𝗲𝗹𝗮𝘁𝗶𝗼𝗻𝘀𝗵𝗶𝗽: Building a relationship with both professionals fosters ongoing support and adjustments as financial and legal needs evolve over time.
✅ 𝗔𝘃𝗼𝗶𝗱𝗶𝗻𝗴 𝗨𝗻𝗻𝗲𝗰𝗲𝘀𝘀𝗮𝗿𝘆 𝗧𝗮𝘅𝗲𝘀: Learn how combining expertise allows for effective legacy planning, ensuring that your values, wishes, and assets are preserved and passed to future generations.

Rabea Taylor, J.D. is not affiliated or registered with Cetera Advisors LLC.
Securities and advisory services offered through Cetera Advisors LLC., Member FINRA/SIPC., a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Mont Wealth is the brand name of Montes Group, Inc.
The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Nohemy Montes, J.D., CPFA by any client.

04/03/2024

I will present on the topic of estate planning at the Senior Lifestyle Expo on April 24, 2024 at The Antlers. My presentation will be at noon in the Fremont Room. If you have friends or family that have questions about estate planning, please share this event with them.

06/28/2023

In-home assistance is not only for seniors.

I recently had a medical procedure and needed transportation as well as assistance at home. Amada Senior Care did a wonderful job making sure I was taken care of. Thank you so much to Ken Jensen and his team in Colorado Springs and Monument.
https://www.facebook.com/AmadaSeniorCareColoradoSprings?mibextid=LQQJ4d

Amada Senior Care specializes in Non- Medical Long Term Senior Care.
We focus on matching skilled Car

05/31/2023

Dear clients,
We moved to our new Colorado Springs office at 24 South Weber Street, Suite 205, Colorado Springs, Colorado 80903, also known as the Conover Building. We have free visitor and handicapped parking behind the building. You can still reach us at (719) 694-3000.

02/02/2023

Please join Nohemy Montes, President of Mont Wealth, and I for a presentation on tax efficient estate planning at the Club at Flying Horse. Please call (719) 302-3004 to register.

09/29/2022

The Professional Fiduciary Committee of the Pikes Peak Region is hosting an all-day education course for non-professional guardians and conservators on Saturday, October 15, 2022. The event is free and will be held at The ARC.
To register for the event, go here:

This all day event will be filled with important information and reminders relevant for those serving as guardians and conservators

01/20/2022

I am honored to be part of this great team. Once again, the attorneys at Leventhal Lewis were voted among the best in various categories, including wills, trusts and estate law as well as elder law.

Read Colorado Springs Magazine January/February 2022 by ColoradoSpringsMag on Issuu and browse thousands of other publications on our platform. Sta...

09/30/2021

I am honored to announce that Sean Leventhal has joined the firm and we are now Leventhal Lewis Kuhn Taylor Swan PC or Leventhal Lewis in short. In addition to our estate planning and probate practice areas, we offer representation in many other practice areas not only in Colorado Springs but also Denver. Our practice areas now include medical malpractice, personal injury, and nursing home neglect.

Leventhal Lewis Kuhn Taylor Swan PC is expanding its legal presence in the Denver metropolitan area with a new office in Cherry Creek. Located at 3773 Cherry Creek North Drive, Suite 710, the office increases access to successful, recognized, and awarded trial lawyers in areas including personal inj...

11/19/2020

We have received multiple inquiries about advance directives due to the increased number of COVID-19 cases. Advance directives consist of legal documents that allow you to specify your healthcare treatment wishes and should include a healthcare power of attorney and a living will, also known as a Declaration as to Medical or Surgical Treatment. The living will covers the administration, withholding, or withdrawal of life-sustaining procedures when you have a terminal condition and are unconscious or otherwise incompetent. If you do not have advance directives or they no longer reflect your wishes, please call us at (719) 694-3000 for a consultation.

08/06/2020

The El Paso County Bar Association’s Justice Center and Probate Section announce its annual Senior Law Day on September 2, 2020. Due to COVID-19 this year's event will be held virtually. Providing important legal information during a pandemic makes the event even more essential. Please make sure to register at: https://www.justicecentercos.org/senior-law-day