Our Special Needs Advisories

img-11Oak Wealth Advisors has written the following resources… to assist the special needs community, not just our clients.


Our Relationships

img-11Oak Wealth Advisors stays connected to the special needs community through active board involvement and membership in many organizations.



Useful Special Needs Documents & Links

  1. Oak Wealth Advisors Letter of Intent/Care Guide Sample To request an electronic copy of the Oak Wealth Advisors Care Guide that you can customize for your loved one  CLICK HERE.
  2. National availability of ABLE accounts by state ABLE Account Comparison by State Map, and ABLE Account Comparison by State Matrix
  3. Maximum Age of School District Support by Age.
  4. Special Needs Trust Handbook for Trustees from the Special Needs Alliance
  5. Easter Seals Living With Disabilities 2010 Study
  6. Special Needs Family Services Resource Guide from Autism Speaks.
  7. Autism First 100 Days Kit planning guide for getting through the initial Autism diagnosis period from Autism Speaks
  8. The 10 Signs of Alzheimer's guide to evaluating whether perceived changes are due to aging or perhaps Alzheimer's disease from the Alzheimer's Association.
  9. 2016 Recovery and Empowerment Mental Health Handbook for Illinois families from Illinois Department of Health and Human Services.
  1. Tips For Travelling With Someone With Dementia from the Alzheimer’s Association
  2. Family Guide to Adolescent Depression —from the National Alliance on Mental Illness
  3. IEP Goals and Objectives Bank list of ideas for inclusion in IEPs —from Bend-La Pine school district in Redmond, Oregon
  4. Post Secondary Educational Guide —from Autism Speaks www.autismspeaks.org/family-services/tool-kits/postsecondary.
  5. Prepare for Emergencies Now: Information for People with Disabilities— www.fema.gov/media-library/assets/documents/90360
  6. Vanderbilt Kennedy Center for Research on Human Development— a national intellectual and developmental disabilities research center – produces a wealth of useful materials including tip sheets and articles for the special needs community.
  7. Appropriate Special Needs Trust Distributions –from the Academy of Special Needs Planners.
  8. Special Needs Housing Options Guide—from the Center for Independent Futures.
Member of the Academy of Special Needs Planners