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 Content Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter. What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons. 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals.