estate planning

Marley Had an Up To Date and Solid Estate Plan

Marley's estate plan named Scrooge his successor trustee, executor and beneficiary.

Dec 15, 2023

Of course Marley and Scrooge had a tight estate plan.

"Scrooge was his sole executor, his sole administrator, his sole assign, his sole residuary legatee, his sole friend and sole mourner."

A Christmas Carol, by Charles Dickens

estate planning

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