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 Inflation and the Real Rate of Return Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article. Managing Money as a Couple Keys to preparing to grow wealthy together. 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."