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. Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.