4 Elements of an Estate Strategy Are You Making the Most of Your 401(k)? In this ebook, we outline your 401(k) choices and explore critical mistakes to avoid. Download it today First Name Last Name Email Address Thank you! Oops! 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 When Do You Need a Will? When do you need a will? The answer is easy: Right Now. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.