Test Your Estate Strategy Knowledge Share | Related Content Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? Here are three tips. 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." What Is My Life Expectancy? Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.