Exit Strategies of the Rich and Famous Estate conservation is too important to put off. Do you have a smart exit strategy? Share | 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." Principles of Preserving Wealth How federal estate taxes work, plus estate management documents and tactics.