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 | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Test Your Investment Knowledge! How much do you know about investing? Take our quiz and find out instantly. First Name Last Name Email Address Thank you! Oops! Related Content Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations? 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 Is My Life Expectancy? Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.