OUR THOUGHTS

12 Reasons to Never Use an Individual Trustee

 by Richard Trumpler

Personal Trustee Roles- 

Tri-furcation is the New Norm

by Richard Trumpler

Selecting Your Personal Trustee - 

A decision fraught with pitfalls and potential missteps

by Richard Trumpler, TEP and

Theresa M. Hughes, MBA, CTFA, AEP

GAME CHANGER!
A PERSONAL TRUST INDUSTRY "DISRUPTER"
THE CAREER PROFESSIONAL INDIVIDUAL TRUSTEE
by Richard Trumpler, TEP

EVEN WE DON'T KNOW EVERYTHING

Notable Books We Recommend

"Family Wealth - Keeping It In The Family"  (2004) by James E. Hughes Jr.

“The Legacy Journey: A Radical View of Biblical Wealth and Generosity” (2014) by Dave Ramsey

 


“A Passion for Giving: Tools and Inspiration for Creating a Charitable Foundation” (2012) by Peter Klein and Angelica Berrie

 

 

“Family Trusts: A Guide for Beneficiaries, Trustees, Trust Protectors, and Trust Creators” (2015) by Hartley Goldstone, James Hughes, and Keith Whitaker

 


"Affluence Intelligence: Earn More, Worry Less, and Live a Happy and Balanced Life" (2011) Stephen Goldbart and  Joan DiFuria

"The Four Hour Work Week" (2007) Tim Ferris