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 Contents When Do You Need a Will? When do you need a will? The answer is easy: Right Now. A Checklist for When a Spouse or Parent Passes An overview of some fundamental steps when a loved one passes. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.