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 When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.