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 » Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! 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." Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance. Timing Your Retirement This short video illustrates why knowing when to retire can be a crucial part of your strategy.