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IRonMaN
Level 15
April 25, 2025
Question

Long live the Nigerian prince!

  • April 25, 2025
  • 3 replies
  • 21 views

I don't know if I should announce my retirement quite yet, but when I got home last night I found a letter from a prestigious Toronto lawyer wanting to split something like a bazillion dollars in life insurance with me.  It seems a poor lady was tragically killed in a car accident and had a huge life insurance policy but evidently didn't list any living beneficiaries in the policy.  Luckily my last name and hers are the same so obviously I must be related so the check is as good as almost in the mail.  Hopefully the barrister is better at law than he is at geography, since he mentioned that he had a convention in California and originally was going to stop in and visit me at that time.  Geez, if I would have known that, I would have stood outside and waived to him when the plane flew over me.  Anyway, I'm not here to brag about my soon to be arriving fortune.  Instead, since I have so many friends here, I thought I would start taking orders from everybody as to how many cases of Fireball I can ship to them in appreciation of our friendship.  Once that deposit hits my bank account, the Fireball will be shipped!  As a side note, I already have a semi completely load up for a special delivery to Mr Fireball in IL.

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3 replies

dascpa
Level 11
April 25, 2025

And this is why on every estate planning meeting when you discuss beneficiaries you tell the client (you or your children) should be named. If we really are the "most trusted advisors" the client should have no problem adding us to their will or trust.

IRonMaN
IRonMaNAuthor
Level 15
April 25, 2025

Good advice.  I'll throw in an extra case of Fireball to you for that.

Slava Ukraini!
dascpa
Level 11
April 25, 2025

Actually, maybe the inclusion in the will or trust should also be part of every engagement letter. I wonder how the AICPA and IRS would view this..........

dkh
Level 15
April 25, 2025

Placing my order for when your $$$$ arrives.  I don't want a case, just one bottle.  

 

abctax55
Level 15
April 27, 2025

I get those too, usually by fax. My maiden name is Jones. So when that poor little ol' lady died without naming heirs..oof. How many are there of 'us'  out there? I might only get a few hundred bucks but I'll be happy to share with everyone. Jeff, if possible - could I get chardonnay instead? I am a CA chick.

HumanKind... Be Both
IRonMaN
IRonMaNAuthor
Level 15
April 27, 2025

You have to split your fortune with more people than me so of course I can help you out with the Chardonnay..  I ‘m sure my money will be in my bank account shortly so I’ll get your shipment ready ASAP.  

Slava Ukraini!