Wednesday, June 5, 2024

The 561 Faces of Life’s Pre-Planning Process

Professional Preparedness Alliance

John J. Raymond, Marshall Jacobs, Garrett Jacobs, Howard Kaye

Making end-of-life decisions early—and therefore easier for loved ones left behind—is what the Professional Preparedness Alliance is all about. Founded by three prominent business leaders, The Gardens of Boca Raton Cemetery and Funeral Home; Howard Kaye Insurance Agency, LLC; and Attorney John J. Raymond of Nelson Mullins, the alliance’s network of advisors serves as a resource to guide people through the entire pre-planning process.

“There is a three-pronged approach to preplanning: life insurance, estate planning and funeral planning,” says Howard Kaye, President and founding life insurance advisor at Howard Kaye Insurance Agency. “That’s why we brought all three professions together.”

Garrett Jacobs, CEO and his brother Marshall Jacobs, the COO of The Gardens, presented Kaye and Raymond with the concept. “We realized the wealth of the business and financial preparedness experience we share,” Marshall says. “Garrett and I have spent the last year building a professional relationship with Howard and John preparing for the launch of this new endeavor to create a network of collaborative, independent advisors with shared values and ideals to help the community identify unique estate and legacy planning goals and end-of-life wishes.”

“We will provide guidance and support for the community through each step of the preplanning process,” says Kaye.

Raymond is passionate about helping others in similar situations, after losing his own wife at an early age. His expertise 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 Kaye.



This sponsored content is from the November/December issue of Boca magazineFor more from this year’s 561 Faces special section, click here.

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