I have to share a CRAZY story about a very close friend of mine. His grandfather passed away last May, leaving behind a multimillion-dollar fortune. He lived an incredibly simple life, almost like Warren Buffett. Never traveled much, never splurged, just saved and invested. But here’s where the story gets WILD. While his grandfather was in hospice, a woman befriended him. After he passed away, she started getting close to his elderly daughter (my friend’s stepmom). Somehow, this woman managed to get herself named as a beneficiary on his investment accounts! Thankfully, Schwab noticed the changes and called my friend, who was an existing beneficiary, to question what was going on. That ONE phone call may have saved the family MILLIONS. My friend intervened, and the beneficiary design
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