Palm Beach partner John Raymond and two colleagues recognized the three-pronged approach needed for estate preplanning: life insurance, estate planning, and funeral planning. To bring all three services together, they founded the Professional Preparedness Alliance, a network of advisors that serves as a resource to guide people through the entire pre-planning process.

Raymond’s practice includes income tax, estate and gift tax, and related tax and financial matters. “He has helped countless families prepare for the loss of a loved one and will be an integral member of the alliance,” says Howard Kaye of Howard Kaye Insurance Agency, LLC.