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 Once Upon a Goal Do you know how to set up your financial goals for success? This knight does. Tax Efficiency in Retirement What role would taxes play in your investment decisions? Behavioral Finance An amusing and whimsical look at behavioral finance best practices for investors.