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 Video: The Independence of Financial and Emotional Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about? 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." When Do You Need a Will? When do you need a will? The answer is easy: Right Now.