4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. 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. Problems with Probate Probate can be a completely public process, or it can be managed to include as little information as possible. Potential Income from an IRA Estimate your monthly and annual income from various IRA types.