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 Question Thank you! Oops! Related Contents Estate Management 101 A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate. Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.