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SPECIAL NEEDS
FINANCIAL PLANNING FIRM*
Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
Special Needs Advice Videos
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
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Our People
In The Media
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Posts filed under: The Special Needs Advisory
The Special Needs Advisory
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ABLE Accounts—Now they exist!
by
Oak Wealth Advisors Team
June 2, 2016
The Special Needs Advisory
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As of June 1, 2016, Ohio is accepting applications for 529 ABLE Accounts. As we had anticipated, they are the...
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Before Signing, Talk to your Special Needs Advisor
by
Oak Wealth Advisors Team
December 14, 2015
The Special Needs Advisory
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Before Signing Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor. Individuals lack the ability to sign documents...
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THE ABLE ACT – One Year Later
by
Oak Wealth Advisors Team
December 10, 2015
The Special Needs Advisory
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A year after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...
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2015 The Case For Inclusion Summary
by
Oak Wealth Advisors Team
July 21, 2015
The Special Needs Advisory
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The following summarizes the United Cerebral Palsy’s annual study of the special needs programs and resources available across the country....
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ABLE ACT: Mid-Year Update
by
Oak Wealth Advisors Team
July 1, 2015
The Special Needs Advisory
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Six months after Congress authorized ABLE Accounts as tax-free savings accounts for individuals with special needs, the Internal Revenue Service...
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Housing Options For Family Members With Special Needs
by
Oak Wealth Advisors Team
June 2, 2015
The Special Needs Advisory
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For most families, living with their adult child or parent with special needs is the reality. However, the optimal situation...
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Welcoming the ABLE Act
by
Oak Wealth Advisors Team
December 29, 2014
The Special Needs Advisory
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Congress has done little since the passing of the Americans with Disabilities Act of 1990 to improve the lives of...
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Beware of the Language Minefield
by
Oak Wealth Advisors Team
October 28, 2014
The Special Needs Advisory
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Language is powerful. It can be used to inspire and empower, but also to dehumanize and ostracize. In the special...
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A boy, his sister and Down syndrome
by
Oak Wealth Advisors Team
September 30, 2014
The Special Needs Advisory
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Originally Featured in the Chicago Tribune Written by Randi Gillespie It had been a typical morning in our house — kids waking...
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Collaboration Drives Success in School
by
Oak Wealth Advisors Team
August 27, 2014
The Special Needs Advisory
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The school year brings with it a chance for growth, new experiences, and the comfort of routine. It is also...
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Financial firm focuses on future of those with special needs
by
Oak Wealth Advisors Team
June 22, 2014
In The Media-Articles
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Special Needs Resources
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Special Needs Services
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The Special Needs Advisory
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The North Shore Weekend article about Oak Wealth Advisors …Walther compares himself to a pilot for the families. “Ninety percent...
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Do I Really Need A Professional Trustee For My Special Needs Trust?
by
Oak Wealth Advisors Team
June 4, 2014
The Special Needs Advisory
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Serving as a trustee requires administrative and technical skills in addition to strong interpersonal communication skills. Identifying the appropriate trustee...
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