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." Changing Unhealthy Behaviors Five phases to changing unhealthy behaviors. The Value of Planning as Retirement Approaches Don’t wait until you’ve reached the point where you feel pressured to make major retirement decisions.