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 Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts? Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.