The Other Sure Thing Though we don't like to think about it, all of us will make an exit sometime. Are you prepared? Related Content Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important. The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge. 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."