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 » Related Content 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 an Inheritance A windfall from a loved one can be both rewarding and complicated. Managing Your Lifestyle Using smart management to get more of what you want and free up assets to invest.