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 Contents Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.