4 Elements of an Estate Strategy FREE GUIDE: THE SECURE ACT The SECURE Act changed the rules for retirement accounts and investing. Are you aware of how this may affect your investing strategy? Get all the details here in our free ebook. First Name Last Name Email Address Thank you! Oops! 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 When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. A Brief History of Estate Taxes Federal estate taxes have long since been a lucrative source of funding for the federal government. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.