4 Elements of an Estate Strategy 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! Learn about the importance of having an estate strategy in this helpful and informative video. Related Content Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt. A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance.