Investments You’ve made investments your whole life. Work with us to help make the most of them. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications. Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking. 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."