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 A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Do Our Biases Affect Our Financial Choices? Even the most seasoned investors have biases affecting their financial choices.