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 When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Revising Estate Strategy Assumptions Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.