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Special Needs
Special Needs Services
Special Needs Resources
Blog
Top 10 Recommendations
Presentation Calendar
Our Podcasts
In The Media
Fiduciary Wealth Management
Our Principles
Core Concepts & Services
Our Deep Rooted Thoughts
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Posts filed under: Videos | Special Needs Advice
The Special Needs Advisory
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Video Presentation on ABLE Accounts and Special Needs Trusts
by
Oak Wealth Advisors Team
May 18, 2023
The Special Needs Advisory
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Videos | Special Needs Advice
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Video Presentation on ABLE Accounts and Special Needs Trusts to the non-profit group Together for Choice. The ABLE Account and Special...
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Dr. McDonald released groundbreaking Autism research webinar
by
Oak Wealth Advisors Team
March 17, 2021
The Special Needs Advisory
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Videos | Special Needs Advice
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On March 8th, Dr. McDonald released her groundbreaking Autism research in a webinar that we were honored to present. One...
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Oak Wealth Advisors is Thrilled to Announce
Ryan McGuire Has Joined Our Firm
by
Oak Wealth Advisors Team
March 5, 2021
2021 Deep Rooted Thoughts
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Deep Rooted Thoughts Archive
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The Special Needs Advisory
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Videos | Special Needs Advice
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Ryan McGuire joins Oak Wealth Advisors in March of 2021 after spending nearly seven years working as a wealth manager...
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The Wrong Life Insurance Can Be Detrimental to Your Special Needs Planning
by
Oak Wealth Advisors Team
June 25, 2020
The Special Needs Advisory
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Videos | Special Needs Advice
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Not all life insurance is the same. Term life insurance and Permanent life insurance vary significantly in cost and in...
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Avoiding a Common Special Needs Trust Mistake | video
by
Oak Wealth Advisors Team
February 28, 2020
The Special Needs Advisory
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Videos | Special Needs Advice
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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 Team
January 8, 2020
The Special Needs Advisory
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Videos | Special Needs Advice
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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 Team
December 13, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
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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 Team
November 25, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
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A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for...
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Don’t Miss Available Government Benefits
by
Oak Wealth Advisors Team
November 14, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
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Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability....
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Why you have to share your Special Needs Planning with your relatives
by
Oak Wealth Advisors Team
October 6, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
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Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...
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Ensure All Your Assets Go To Your Intended Recipients
by
Oak Wealth Advisors Team
September 8, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
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Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a mistake. Learn why… Most people...
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Avoiding Loss or Denial of Social Security and Medicaid Benefits
by
Oak Wealth Advisors Team
August 28, 2019
The Special Needs Advisory
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Videos | Special Needs Advice
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