4 Elements of an Estate Strategy Do You Know These 4 Critical Social Security Facts? In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today. 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. Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.