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 Insurance Needs Assessment: When You're Newly Married Marriage changes everything, including your insurance needs. Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look. Fixed or Variable Mortgage, Which Should You Pick? When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.