When Do You Need a Will? 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? Here are three tips. Revising Estate Strategy Assumptions Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.