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 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. Managing an Inheritance A windfall from a loved one can be both rewarding and complicated. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.