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Posts filed under: The Special Needs Advisory

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 Anything on Behalf of Someone Else, Talk to Your Special Needs Advisor.  Individuals lack the ability to sign documents...
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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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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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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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For most families, living with their adult child or parent with special needs is the reality.  However, the optimal situation...
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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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Language is powerful. It can be used to inspire and empower, but also to dehumanize and ostracize. In the special...
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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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The school year brings with it a chance for growth, new experiences, and the comfort of routine. It is also...
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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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Serving as a trustee requires administrative and technical skills in addition to strong interpersonal communication skills. Identifying the appropriate trustee...
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