Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Related Content Estate Planning as a Family Unit In retirement, talk to your family as you plan your estate. Restate your values. Cover the physical and financial sides. Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff? 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.