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 IRA Withdrawals that Escape the 10% Tax Penalty The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown. Diversification, Patience, and Consistency Three important factors when it comes to your financial life. How Will You Be Remembered? Estate planning is one of the best ways to leave a lasting legacy to your loved ones.