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 Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college. What Is My Risk Tolerance? This questionnaire will help determine your tolerance for investment risk. Business Succession Planning Blueprint Is succession a part of your strategic business plan? It should be.