|List By Date|
|Health Care and Entitlements|
New CCH Journal Of Practical Estate Planning Balances Facts, Feelings
(RIVERWOODS, ILL., March 23, 1999) Passing
wealth from one generation to the next involves who a
person is, not just what a person has, according to CCH
INCORPORATED (CCH), a leading provider of tax and
business law information. To address the full spectrum of
concerns of professionals, CCH now offers the Journal
of Practical Estate Planning, a bi-monthly periodical
that places equal emphasis on the analytical and
emotional aspects of the profession of practical estate
"Estate planning is about values, not just
valuations," said Gail Portugal, marketing manager,
CCH Federal and State Tax Group. While the Journal
will alert its readers to the latest hard news, trends
and strategies, it will also explore the philosophical,
emotional and psychological issues of meaning, feeling
and value that clients and professionals both bring to
Experts Ensure Relevance
Guiding CCHs Journal of Practical Estate
Planning is Editor in Chief Barbara A. Culver, CFP,
CLU, ChFC, a financial planner, speaker, author and
consultant recognized nationally for her expertise in
values-based estate planning.
"Barbara Culver embodies the whole-person
approach to planning that the Journal is based on,
and shes committed to making sure it meets the high
standards she sets for herself," Portugal noted.
Culver has assembled a uniquely qualified advisory
board of 14 leading thinkers and doers in the field, many
of whom also serve as columnists for the periodical. They
- Daniel M. Betzel, Betzel & Kauffman
Co., L.P.A., Practice Management Columnist
- Steve Bone, Renaissance, Inc.
- Owen G. Fiore, Fiore Law Group, Valuation
- Randy A. Fox, Wealth Strategies
Counselors, Inc., Money and Meaning Columnist
- Donald Hartmann, Hallmark Consulting
Group, Inc., Philanthropic Estate Planning
- Todd S. Healy, Insurance Partners
Southwest, Inc., Advanced Planning Strategies
- Tahira K. Hira, Iowa State University
- Joseph G. Hodges, Jr., Law Offices of
Joseph G. Hodges, Jr., Technology Corner
- David E. Kauffman, Betzel & Kauffman
Co., LPA, Practice Management Columnist
- June Klaassen, Cambridge Financial Group
- Gerald LeVan, The LeVan Company, LLC
- Ronald D. Philgreen, Charitable Tax
Planning Center, Inc.
- Eileen Sharkey, Sharkey, Howes, Wagner
& Javer, Inc.
- Douglas Siegler, Sutherland, Asbill and
Sensitive, Provocative Articles
Every issue of the Journal will also feature
provocative articles by a variety of experts. In the
premiere, February-March issue, for example, William T.
Morrissey reflects on his own experience, offering
suggestions on dealing more sensitively with
death-and-dying issues. Roberta Lee-Driscoll and Richard
E. Vroda present opposing views on how much beneficiaries
should know in advance, and June Klaassen shows how to
implement values-based strategies for planning the
transfer of a family business.
A recurring "Estate Tax Roundup" column by
CCH editors will provide timely information on
legislative, administrative and judicial developments in
In addition, the journal's authors will cover planning
concepts, strategies, legislation and analysis relating
to estate and gift taxes, wills and trusts. The premiere
issue, for example, discusses the emerging secondary
market for life insurance policies as a planning
opportunity, outlined proposed legislation and reviewed
proposed IRS regulations on the effect of administrative
expenses on the valuation of property qualifying for the
estate tax marital or charitable deduction.
Availability and Pricing
For a risk-free, 30-day review of CCH Journal
of Practical Estate Planning, call 800-449-8114.
Price for a one-year subscription is $195.
About CCH INCORPORATED
CCH INCORPORATED, founded in 1913, has served
four generations of business professionals and their
clients. The company produces approximately 700 print and
electronic products for tax, legal, securities, human
resources, healthcare and small business markets. CCH is
a wholly owned subsidiary of Wolters Kluwer U.S. The CCH
web site can be accessed at www.cch.com.
-- ### --