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 Women and Financial Strategies Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases. Your Shifting Risk Tolerance Time and market performance may subtly and slowly imbalance your portfolio.