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Posts filed under: The Special Needs Advisory

Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those of Special Needs, failing to communicate your intentions to your relatives is a mistake. Do you have a Trustee or...
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While getting and keeping Medicaid services has never been easy, the challenges are about to increase for Illinois residents. As of November 1, 2019, any prescription, referral, or order for medical tests must be written by a medical professional who...
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When a Family Member With Special Needs Lives With Parents or Siblings In a perfect world, we would all live interdependently in safe houses in our desired neighborhoods, feel integrated with the community, and be close to our loved ones. ...
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Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a mistake. Learn why… Most people think that their will dictates where all of their assets will go after they die. While wills and Trusts identify...
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Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing families with loved ones with disabilities....
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People with disabilities are entitled to a free, lifetime, National Parks and Federal Recreational Lands Access Pass to visit over 2,000 federal recreation sites across the country. Included are National Parks, National Wildlife Refuges, National Forests, and other federal recreation...
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In the special needs community, the end of supports through the school district can be a frightening time for families. There is no consistent age at which services end among the various states. Oak Wealth Advisors has produced a first-of-its-kind...
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ABLE accounts, which we have strongly recommended for several years, now have the additional benefit of providing an Illinois state income tax deduction for those who contribute to an Illinois ABLE Plan. We have been advocating for this tax...
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From Randi Gillespie of Oak Wealth Advisors A few years back, I penned an article about my youngest child, Liam (then 7) and his older sister, Maddy (then 10) that ran in the Chicago Tribune Perspective Section. The heart of...
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