When Do You Need a Will? Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! When do you need a will? The answer is easy: Right Now. Share | Related Content Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? 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.