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In the News
Nov. 2, 2020
The 561 Faces of Life’s Pre-Planning Process
Boca magazine
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.
Professional in the News
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Caroline Balchunas
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