4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Organizing Your Finances Spark joy and become more confident by giving your finances the home organization treatment. Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date." Managing the Risk of Outliving Your Money Steps to help you sustain and grow your retirement savings.