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Investment and Retirement/Estate Planning


SDSU Publications

Estate Planning in South Dakota: Getting Started Estate planning is a topic that is often avoided because it deals with attitudes and feelings about death, property ownership, business arrangements, marriage and family relationships that many individuals may not be ready to contemplate.

Estate Planning: Wills A will is a written document that describes how its maker wants property distributed after his or her death. A will is the blueprint that guides the Circuit Court in the distribution of an estate. By making a will, an individual can decide who shall receive his or her property, how much each shall receive, when they shall own it and, to some degree, what they can do with it. A will has no effect during the testator's lifetime.

Letter of Last Instruction Everyone should write a will. If you are wise, however, you will do even more.

Life Insurance: An Estate Planning Tool Many families find life insurance to be an important tool in an estate plan. Life insurance can help accomplish families' financial objectives.

Useful Sites

AARP Money

American Savings Education Council road_sign

Choose to Save

Plan Well, Retire Well

Smart About Money

Social Security Administration

Your Retirement in Your Hands

Useful Forms/Publications

Financial Planning for Retirement Workbook

 

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