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 Question Thank you! Oops! Related Content Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. Jane Bond: Scaling the Ladder Agent Jane Bond is on the case, uncovering the mystery of bond laddering.