Protecting Those Who Matter Most 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 » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content 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." Succeeding at Business Succession There are a number of reasons for business owners to consider a business succession plan sooner rather than later. Financially Savvy at Six Figures Help your clients with these practical steps to make the most of their six-figure income.