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 Why Medicare Should Be Part of Your Retirement Strategy How Medicare can address health care needs in your retirement strategy. 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals. 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."