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 Message Thank you! Oops! Related Content Investments You’ve made investments your whole life. Work with us to help make the most of them. Keep Your Umbrella Handy Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected. Who Is Your Trusted Contact? This investment account question is vital and answered as early as possible.