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 Suddenly Single: 3 Steps to Take Now Have you found yourself suddenly single? Here are 3 steps to take right now. Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter. 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."