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 | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties? How Big is Money? Learn a little about worldwide currency in this fun infographic 7 Ways to Show Your Appreciation for Mom this May For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.