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 Content Market View Update - September 2016 The Dow Jones Industrial Average, Nasdaq, and S&P 500 have all hit record highs in recent weeks. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics. Paying Tax Later Doesn't Always Mean Paying Less 401(k) savings are taxed as ordinary income when funds are withdrawn.