Jon Rohr of tiny Limon Colorado was a wealthy man but you couldn’t prove it by his lifestyle. The manager of the local electric cooperative, Mr. Rohr was known for driving an old car without air conditioning and preferring to shop at thrift stores instead of the local shopping malls. It was this frugal lifestyle which gave the townspeople the impression Mr. Rohr was not a “man of means”. Imagine their surprise when this same gentleman left a multi-million dollar estate to benefit the community!
This week we have yet another Surprise Millionaire who didn’t draft a formal last will and testament to make her wishes known. However, this particular person did at least scribble a few things on the back of a postcard! At the risk of sounding like a broken record, I will once again implore all of you potential Surprise Millionaires out there to make a will, make it legal and let a responsible person know what your wishes are. When so much time and effort is spent accumulating wealth over a lifetime, it seems a shame not to ensure that the funds are distributed in a way that best honors the giver.
I always love it when Surprise Millionaires get their time in the spotlight and business blogger Joshua Kennon has done just that. Joshua has caught on to the Surprise Millionaire phenomenon of people with average incomes amassing large amounts of wealth. He has also caught on to the not so secret fact that steady investing over a long period of time is the key to success. Joshua’s article even mentions a few of the Surprise Millionaires featured in my book. Most surprisingly, his article was written in 2014! Where have I been? I always make it a point to be on the lookout for Surprise Millionaire “moments”. Oh well, better late than never, enjoy!
The 30,000 or so residents of Jamestown New York have quite a bit to be proud of these days. They don’t have just one Surprise Millionaire in their midst but two! I happened across this copy of the Chautauqua Region Community Foundation newsletter paying homage to one Edwin L. Danielson of Jamestown. Mr. Danielson joins John A. Johnson as a son of Jamestown New York who gave back to his community changing lives for the better.
The foundation had this to say about Mr. Danielson:
“(Ed) was a soft-spoken gentleman whose generosity was an extension of his character. He was unassuming, happy and humble. He held an undying devotion to those he loved and to those he held in high regard. He was thoughtful and disciplined. A man with a can-do attitude and a benevolent heart.”
All I can say is wow, just wow! What a wonderful testament to a life well spent.
It looks like we have another controversy involving the last will and testament of an elderly Surprise Millionaire. This gentleman’s grand-nephew has been cheated out of his inheritance due to the involvement of some unsavory characters. Like I have said in the past to all of you potential Surprise Millionaires out there, make your wishes known. Better yet, write a will with the help of an attorney that will stand up in the court of your jurisdiction against anyone who might file a false claim. Surprise Millionaires work far too hard to have their fortunes disbursed in a way other than what they wanted.
However, I am happy to report that those “unsavory characters” are getting their just desserts and they are learning that crime doesn’t pay!