Oak Wealth Advisors provides special needs planning and collaborates with other specialists and advisors to provide comprehensive and objective support to families with special needs members.

Oak Wealth Advisors is a Member of the Academy of Special Needs Planners

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Special needs attorneys play a critical role in the planning process for families with special needs members. Special Needs Trusts, guardianship, and support in getting desired services and benefits are all reasons to work with attorneys. We work with your attorneys and can introduce other attorneys who specialize in these areas.

Each person's special education needs are different and the programs and services offered in different school districts can vary significantly. We help clients understand their rights to free appropriate public educations for their children and connect them with advocates and attorneys when the individualized education plans for their children are not meeting their needs. We also make referrals to specialists who help families place their children in schools and programs around the country to assist in their development.

Raising a child or caring for a parent or spouse with special needs is expensive. We help families with special needs members benefit from the deductions available to them and provide their accountants with comprehensive reporting that can help to minimize their tax preparation time and fees.

Obtaining and maintaining access to benefit programs is a critical component of special needs planning. There are many different forms of aid available depending on the individual's circumstances. It is also important to understand that many valuable programs are only available to special needs individuals who can qualify for them. Social Security, Medicaid, and Medicare benefits are often available if the complex system for obtaining them is navigated correctly.

Employment brings many benefits to an individual in addition to the pay received. We help clients evaluate programs and establish networks for finding employment opportunities that are fulfilling for the individual with special needs.

The ages at which people will need residential solutions outside the home and the level of care required are often difficult to know with certainty in advance. We introduce agencies and help clients evaluate their alternatives and resources.

Helping those with special needs develop fully and enjoy life are objectives that we share with you. We introduce programs, groups, and agencies that provide opportunities for individuals with special needs to get the most out of life.

Getting from here to there is often a challenge for an individual with special needs. We connect families with the various programs available through the transportation agencies and with other agencies that provide the additional training necessary to successfully navigate the public transportation system.

The challenges of providing care increase as the care givers of special needs members grow older. Insurance coverage, care providers, and care facilities all need to be re-evaluated on a regular basis. Proactive planning is essential as many agencies and desired supported living communities have long waiting lists.

Special Needs Resources

img-11While there is no substitute for personalized advice, we hope that the resources and links we provide can benefit the entire special needs community, not just our clients. Please let us know if we can help.

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Top 10 Recommendations

img-11Oak Wealth Advisors Top 10 ideas to implement for families with special needs children and more!

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