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 Content Timing Your Retirement This short video illustrates why knowing when to retire can be a crucial part of your strategy. Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio. Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.