Estate 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 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. What Is My Life Expectancy? Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.