It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content 4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. The Cost of Medical Care Learn about the risks of not having health insurance in this informative article. 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."