Our Principles
Wealth Management
Special Needs
Special Needs Services
Special Needs Resources
Special Needs Advisories
Top Ten Recommendations
Publications
Special Needs Advisories
Deep Rooted Thoughts
In The Media
Presentations
About
About Us at Oak Wealth
Our Relationships
Contact Us | Our Location
FAQS
info@oakwealth.com
847-945-8888
836 Skokie Boulevard, Northbrook, IL 60062
Tap to Call
Our Principles
Wealth Management
Special Needs
Special Needs Services
Special Needs Resources
Special Needs Advisories
Top Ten Recommendations
Publications
Special Needs Advisories
Deep Rooted Thoughts
In The Media
Presentations
About
About Us at Oak Wealth
Our Relationships
Contact Us | Our Location
FAQS
Menu
Posts filed under: Videos | Special Needs Advice
The Special Needs Advisory
The Wrong Life Insurance Can Be Detrimental to Your Special Needs Planning
by
Oak Wealth Advisors
June 25, 2020
The Special Needs Advisory
,
Videos | Special Needs Advice
Not all life insurance is the same. Term life insurance and Permanent life insurance vary significantly in cost and in...
Read More →
Avoiding a Common Special Needs Trust Mistake | video
by
Oak Wealth Advisors
February 28, 2020
The Special Needs Advisory
,
Videos | Special Needs Advice
Special Needs Trusts are the cornerstone of a solid special needs financial plan. However, a common oversight by attorneys less...
Read More →
Credit Cards May Cause Government Benefit Denials | Video
by
Oak Wealth Advisors
January 8, 2020
The Special Needs Advisory
,
Videos | Special Needs Advice
Some parents mistakenly believe, adding a child with a disability as a co-signer on a credit card is a harmless...
Read More →
The Importance of Maintaining Medical Records | Video
by
Oak Wealth Advisors
December 13, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
Having thorough and current medical records can often be the difference between receiving or being denied benefits. Once benefits are...
Read More →
Housing – Where will he or she live?
by
Oak Wealth Advisors
November 25, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
A Night with Illinois Special Needs Planning Experts. A Town Hall discussion covering housing for individuals with disabilities. Housing for...
Read More →
Don’t Miss Available Government Benefits
by
Oak Wealth Advisors
November 14, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
Special Needs Planning Mistake 5 Missing Government Benefits for Which You are Eligible …such as SSI, Medicaid, Social Security Disability....
Read More →
Why you have to share your Special Needs Planning with your relatives
by
Oak Wealth Advisors
October 6, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
Special Needs Planning Mistake 4 Failing to Communicate Your Intentions to Your Relatives According to our financial planner for those...
Read More →
Ensure All Your Assets Go To Your Intended Recipients
by
Oak Wealth Advisors
September 8, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
Special Needs Planning Mistake 3 Not Verifying Beneficiary Designations, Retirement Accounts and more is a mistake. Learn why… Most people...
Read More →
Avoiding Loss or Denial of Social Security and Medicaid Benefits
by
Oak Wealth Advisors
August 28, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
...
Read More →
Video | Learn from special needs planning experts and peers
by
Oak Wealth Advisors
June 17, 2019
The Special Needs Advisory
,
Videos | Special Needs Advice
Watch The Complete Video Below… A town hall Video discussion covering the most challenging issues facing families with loved ones with...
Read More →