The ONE mistake executors keep making!

Jun 19, 2019 |Colleen O’ Connell-Campbell
Here’s a refresher: an executor is an individual (typically it’s an individual, but it can be an institution like a trust company) named in a document called a Will, who, in being named, becomes responsible for administering the estate according to the...
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Are you prepared to be POA?

Jun 12, 2019 |Colleen O’ Connell-Campbell
POA. Power of Attorney. Except that often the P stands for PANIC and the A stands for AVOID. I am – as are many of my friends - at a stage of adulting when my role as Power of Attorney is feeling more real and more onerous than on that day I said “yes”...
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Did you lock your door this morning?

Jun 05, 2019 |Colleen O’ Connell-Campbell
I expect you answered ‘yes’. We’re pretty good at the easy stuff – remembering to lock the front door when we leave the house, locking the car when we get out, checking the doors & windows before we go on vacation. But all my May interviews about cyber...
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The weak link in cyber security: it’s NOT what you think

May 29, 2019 |Colleen O’ Connell-Campbell
Your business is under constant attack. According to Statistics Canada, in 2017 one in five Canadian businesses were hit with a cyber security incident. (That number only counts businesses able to identify and choosing to report suspicious activity)....
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When Cybercrime Hits Your Business

May 22, 2019 |Colleen O’ Connell-Campbell
Businesses enforce sign-in procedures and door passes. They install security cameras. They turn on security lighting at night. They may even have patrols to secure their grounds and buildings. But the three experts I spoke with this month agreed: Your...
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Online Security: a few extra steps give you extra protection

May 14, 2019 |Colleen O’ Connell-Campbell
You might find it frustrating. You might find it annoying. You might find it saves you thousands of dollars. The policies and procedures put in place by RBC Dominion Securities (and pretty much every investment management/financial institution) are there...
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The Assets Nobody Thinks About

May 07, 2019 |Colleen O’ Connell-Campbell
In a recent Estate Planning post, I wrote about some of the many duties your assigned Executor will be responsible for. One of the crucial activities I listed was “Locating, safeguarding and itemizing assets - including digital assets: special blog post...
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More than documents: Avoid conflict with these Essential Conversations

Apr 30, 2019 |Colleen O’ Connell-Campbell
Over the last few weeks I’ve shared thoughts and information around some of the technical aspects of estate planning and where I’ve seen many people come up short (see links below). I broke open the can of worms with the alarming statistic that fewer...
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Estate Executor: Honour or Burden?

Apr 24, 2019 |Colleen O’ Connell-Campbell
Once upon a time it was an honour to be named the executor or executrix to an estate. The position was bestowed upon a family member or close friend who was considered smart, dependable, and trustworthy. Things really have changed and are much more complicated...
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Who will walk in your shoes, if you can’t?

Apr 15, 2019 |Colleen O’ Connell-Campbell
As a business owner, entrepreneur, manager, boss – you know how hard it is to find a ‘perfect hire’. Full-time, part-time, even a supplier you can trust and rely on, it takes some thought to work through the goals, the roles and the skills you want your...
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