Retiring the 4% Rule 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! A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement. Related Content When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial? 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." Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.