4 Elements of an Estate Strategy Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! Learn about the importance of having an estate strategy in this helpful and informative video. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.