It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content When Special Care Is Needed: The Special Needs Trust A special needs trust helps care for a special needs child when you’re gone. The Twelve Steps to Living Confidently: Budgeting One of the most important steps to become financially sufficient is to set up a realistic budget. 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."