Test Your Estate Strategy Knowledge Share | 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! Related Content Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Here are three tips. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.