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 Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties? Orchestrating Your Retirement Accounts Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine. From Boats to Brokers From the Dutch East India Company to Wall Street, the stock market has a long and storied history.