4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Contents Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? 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.