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 | Related Content When Do You Need a Will? When do you need a will? The answer is easy: Right Now. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.