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 Question 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." The Big Picture–Yellen Walks Steady Line Spoiler alert: interest on excess reserves, forward guidance, and asset buys will remain important. Surprises Making the most of surprises is a great reason to work with us.