Exit Strategies of the Rich and Famous Free Retirement Guide It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure." First Name Last Name Email Address Thank you! Oops! Estate conservation is too important to put off. Do you have a smart exit strategy? Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Contents When Do You Need a Will? When do you need a will? The answer is easy: Right Now. Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate. Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.