Leaving Your Lasting Legacy Want to do more with your wealth? You might want to consider creating a charitable foundation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Retirement Considerations in Your 60s Welcome to your 60s – the time in your life when retirement is less a far-off dream and more an immediate reality. Did Father Know Best About Financial Decision-Making? “Listen, money doesn’t grow on trees.” 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."