4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Share | Related Content When Do You Need a Will? When do you need a will? The answer is easy: Right Now. 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.