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 » Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content When Do You Need a Will? When do you need a will? The answer is easy: Right Now. What Can a Million Dollars Buy You? $1 million in a diversified portfolio could help finance part of your retirement. Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.