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 | 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! Related Content When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. 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." What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.