4 Elements of an Estate Strategy Free Retirement Guide It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure." 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 Question Thank you! Oops! Related Contents Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? 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.