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 What's New for Social Security? There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement. Defining Your Priorities Achieving a long-term goal, like retirement, starts by taking small actions today. Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible.