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Leslie Bonacum
Neil Allen

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 planning.

"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 the table."

Experts Ensure Relevance

Guiding CCH’s 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 she’s 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 are:

  • Daniel M. Betzel, Betzel & Kauffman Co., L.P.A., Practice Management Columnist
  • Steve Bone, Renaissance, Inc.
  • Owen G. Fiore, Fiore Law Group, Valuation Adjustment Columnist
  • Randy A. Fox, Wealth Strategies Counselors, Inc., Money and Meaning Columnist
  • Donald Hartmann, Hallmark Consulting Group, Inc., Philanthropic Estate Planning Columnist
  • Todd S. Healy, Insurance Partners Southwest, Inc., Advanced Planning Strategies Columnist
  • Tahira K. Hira, Iowa State University
  • Joseph G. Hodges, Jr., Law Offices of Joseph G. Hodges, Jr., Technology Corner Columnist
  • 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 Brennan, LLP

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 the field.

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.


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

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