It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Your Financial Family Tree What lessons can you learn from your family members, and what can they learn from you? Infographic: Who Sits at Your Table? Infographic: Who Sits at Your Table? 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."