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 Don’t Let Bad Financial Habits Haunt Your Retirement When it comes to retirement, some people can quit working and fall immediately into good money habits that they’ve practiced for years. Travel, Without the Baggage Tips to avoid checking in luggage on your next vacation. Surprises Making the most of surprises is a great reason to work with us.