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Special Needs Resources
Special Needs Advisories
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Posts filed under: The Special Needs Advisory
The Special Needs Advisory
The Wrong Life Insurance Can Be Detrimental to Your Special Needs Planning
by
Oak Wealth Advisors
June 25, 2020
The Special Needs Advisory
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Videos | Special Needs Advice
Not all life insurance is the same. Term life insurance and Permanent life insurance vary significantly in cost and in...
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Oak Wealth Advisors Commentary on Social Justice
by
Oak Wealth Advisors
June 3, 2020
2020 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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The Special Needs Advisory
Our Views on Social Justice The status quo will not do. As a firm that views itself as a pioneer...
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Essential Parenting Tip From a Mom with a Daughter with Special Needs
by
Randi Gillespie
April 26, 2020
The Special Needs Advisory
When Experiencing Turbulence in Life, Put Your Own Mask on First I feel challenged by the limitations placed on our...
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Developing Life Skills While Sheltering In Place
by
Randi Gillespie
April 20, 2020
The Special Needs Advisory
DEVELOPING MY DAUGHTER’S LIFE SKILLS WHILE SHELTERING IN PLACE My daughter Maddy is learning how to cook and it is...
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“So, You’re the New Substitute Teacher?”
by
Randi Gillespie
April 13, 2020
The Special Needs Advisory
If you have school-age children like I do, they likely have completed their second or third week of remote learning. ...
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Special Needs Income Tax Minimization Strategies | Podcast
by
Oak Wealth Advisors
March 29, 2020
The Special Needs Advisory
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Avoiding a Common Special Needs Trust Mistake | video
by
Oak Wealth Advisors
February 28, 2020
The Special Needs Advisory
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Videos | Special Needs Advice
Special Needs Trusts are the cornerstone of a solid special needs financial plan. However, a common oversight by attorneys less...
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Credit Cards May Cause Government Benefit Denials | Video
by
Oak Wealth Advisors
January 8, 2020
The Special Needs Advisory
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Videos | Special Needs Advice
Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless...
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The Importance of Maintaining Medical Records | Video
by
Oak Wealth Advisors
December 13, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are...
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Housing – Where will he or she live?
by
Oak Wealth Advisors
November 25, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for...
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