Videos | Special Needs Advice
Tip #6 - Review beneficiary designations and account titles. This includes IRAs, retirement accounts, and life insurance policies…...
An important update on a new rule from the Social Security Administration, effective as of October 1st, that could increase...
Tip #5 is to surround your family and loved one with advocates and fiduciaries. Working with fiduciaries who are committed...
In this months installment, Neil Mahoney shares Tip #4 of our planning series:
How Special Needs Trusts can supplement government...
How Special Needs Trusts can supplement government...
Mike Walther discusses how you can safeguard your personal information by freezing your credit with the three major bureaus. It's...
What is the most important document you can create to help ensure that your loved one has the best possible...
Mike Walther, the founder and president of Oak Wealth Advisors, here to share Tip #3 of our Top 10 Special...
With the start of the school year right around the corner, Randi Gillespie shares her tips for preparing students and...
Tune in to hear what Randi Gillespie shares for Tip #2 of our Top 10 Special Needs Planning Tips series....
Tip number 1: Connect with other families facing similar challenges, both locally and nationally. Building a support network can make...
One of the most frustrating things for a family with a loved one with special needs is losing some of...
Does it make sense to maintain a Special Needs Trust if an individual is no longer seeking or eligible for...