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 Rightsizing for Retirement What does your home really cost? Tax Efficiency in Retirement What role would taxes play in your investment decisions? What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.