4 Elements of an Estate Strategy 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 Tax Efficiency in Retirement What role would taxes play in your investment decisions? Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.