Exit Strategies of the Rich and Famous 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! Estate conservation is too important to put off. Do you have a smart exit strategy? Share | Related Content When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.