estate planning

Marley Had an Up To Date and Solid Estate Plan

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

Clark Allison December 21, 2024
Marley Had an Up To Date and Solid Estate Plan

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
Written by

Clark Allison