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 What Is a 1031 Exchange? A look at 1031 Exchanges, a real estate investment strategy that may allow you to defer your capital gains taxes. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Should You Tap Retirement Savings to Fund College? There are three things to consider before dipping into retirement savings to pay for college.