estate planning

Marley Had an Up To Date and Solid Estate Plan

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


Of course, Marley and Scrooge had a tight estate plan. Do you?

"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

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