4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Share | Related Content To Catch a Thief Having your identity stolen may result in financial loss plus the cost of trying to restore your good name. The Big Little Things: 5 Easy Ways to Protect Your Money Put measures in place to help you replace a portion of your income if the unexpected happens. What Do Fine Wine and Financial Planning Have in Common? Do you love wine? Next question: Are you financially confident? This one is a little harder to answer, right?