Charitable Giving: Smart from the Heart Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! Do you have causes that you want to support with donations? Share | Related Content When Do You Need a Will? When do you need a will? The answer is easy: Right Now. 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." Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.