HS 314 Video: Applications in Financial Planning I episodes:

• July 07, 201412 - Practitioner Interview, Guy Matthews 1

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• July 03, 201412 - Same-Sex Couple Scenario 1

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• July 03, 20143 - Business Succession Scenario 1

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• July 02, 20148-1 - Describe the purpose of essential documents used in the estate planning process.

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• May 28, 20148-8 - Understand the operation of the Social Security Disability Income (SSDI) and Supplemental Security Income (SSI) systems.

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• May 28, 20148-6 - Identify the important government benefits available to families with members who have disabilities.

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• May 28, 20148-2 - Consider the impact of estate planning tools on a client’s estate, such as the federal estate tax exemption, marital deduction, trusts, and gifts.

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• May 28, 20148-12 - Describe the purpose and types of special needs trusts (SNTs) in relation to qualification for SSI or Medicaid.

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• May 28, 20148-10 - Describe the impact of gifts to a special needs individual through UGMA or UTMA accounts.

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• May 28, 20148-3 -Describe how life insurance can be used advantageously in planning a client’s estate.

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