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 SECURE Act 2.0: An Overview The second iteration of the SECURE Act brings forward several changes to the world of retirement. A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives. Best-Performing Asset Classes Bonds may outperform stocks one year only to have stocks rebound the next.