Principles of Preserving Wealth The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Share | Related Content When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Trends in Charitable Giving Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits. What Is My Life Expectancy? Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.