4 Elements of an Estate Strategy Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. 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 Question Thank you! Oops! Related Content What Do Fine Wine and Financial Planning Have in Common? Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right? Social Media: #NewestBusinessLiabilityRisk Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk. How Helping Charities Helps You Donation is on people’s minds around tax season.