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 Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.