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 5 Keys to Fiscal Fitness These basic moves, if done consistently, can help ensure that you are fiscally fit both now and in the future. 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." Retirement Redefined Around the country, attitudes about retirement are shifting.