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 What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability. The 12 Steps to Living Confidently: Savings and Cash Flow Why is Cash Flow so important to understand? Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.