Boston Estate Planning Council

Posted June 2nd, 2009 by David Isaacson

Prefix:

Mr.

First Name:

David

Last Name:

Isaacson

Lawyer/Non-lawyer:

Non-lawyer

Position/Title:

Licensed insurance advisor and broker, a founding principal w/ 80 offices

Firm/Company/Organization Name:

First Financial Resources

Tagline:

A professional life insurance product specialist assisting clients who wish to buy their best coverage....or who wish to sell a policy that is no longer needed. Author of "Understanding Life Settlements" published 11/08.

Work Address:

800 South Street #455
Waltham, MA 02453

Work Telephone:

(781) 736-0240

Email:

david@ffr-mass.com

Website:

http://www.ffr-mass.com

Short Biography:

Grew up in West Hartford CT, went to Suffield Acacemy followed by Union College (BS in clinical psychology), USNR two combat tours in Viet Nam followed by two years of marketing and advertising at Caterpillar Tractor Company, Peoria IL. Left for grad school--Came to Boston in '72 to work in a large property and casualty agency before going out on my own. 1987 started First Financial Resources as a founding principal.

What kinds of people do you know?:

Business owners, executives, retired professionals.

What kinds of people would you like to meet?:

Business owners and professionals nearing or in retirement.

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Steve Carr

Posted July 3rd, 2007 by Steve Carr

Prefix:

Mr.

First Name:

Steven

Middle Name or Initial (with period):

Last Name:

Carr

Lawyer/Non-lawyer:

Lawyer

Position/Title:

Associate

Firm/Company/Organization Name:

Pabian & Russell, LLC

Tagline:

Tax attorney specializing in estate planning, probate administration and IRS disputes.

Work Address:

265 Franklin Street
Boston, MA 02110-3113 US

Work Telephone:

(617) 951-3100

Email:

scarr@pabianrussell.com

Website:

http://www.pabianrussell.com

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