4 Elements of an Estate Strategy Learn How to Avoid These 6 Common Tax Errors Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid. First Name Last Name Email Address Thank you! Oops! 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 Contents When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.