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 Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.