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 Contents When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.