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 When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Are You Prepared for an Estate Tax Sunset? The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.