When Do You Need a Will? Do You Know These 4 Critical Social Security Facts? In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today. 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? 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.