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 Question Thank you! Oops! Related Contents When Do You Need a Will? When do you need a will? The answer is easy: Right Now. And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.