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Each week on “I’m a Millionaire, So Now What?”, Colleen O’Connell-Campbell, Wealth Advisor at RBC Dominion Securities, delivers inspirational stories and practical advice to self-made millionaires and wealthy families. With a focus on financial planning and wealth management strategies, Colleen and her guests cover the critical issues that truly matter to you, including succession strategies, family business governance tips, how to cope with fundraiser fatigue, finding your purpose after losing your family business, and much more.

Apr 9, 2019

 

Demi McGoldrick is the Associate Lawyer for the trust and estate planning company, Brazeau Seller Law. Demi’s expertise is helping families plan for passing on their estate, which includes drafting a will and setting up powers of attorney. Demi has worked for notable firms such as Scotiabank. Her educational merits include a Diploma in Legal Practice in Law from the University of Edinburgh, a Bachelor of Laws from the University of Edinburgh Law School, and a Bachelor of Arts in International Studies and Law from the University of Washington.

 

Demi joins me again today to share her advice for your digital assets regarding estate planning. She highlights why you need to recognize and address your online digital presence which may include your PayPal, Amazon, social media accounts, email addresses, and cryptocurrency accounts. She also explains the different ways you can document and protect your digital assets in your will and with your executor.

 

 

 

“It's important to think about digital assets not just as an asset, but as a potential liability if it's not safeguarded.” - Demi McGoldrick

 

 

 

Today on I’m A Millionaire...So, Now What?:

 

  • What are digital assets?
  • The problems and emotional distress that can occur from having no provisions for digital assets.
  • The first steps of documenting and provisioning digital assets for an executor.
  • How to catalog your digital assets.
  • Why it is vital to protect against identity theft.
  • How to provision your digital assets in your will.

 

Three Key Steps to Provisioning Your Digital Assets:

 

  1. Acknowledge your digital assets have value.
  2. Take time to catalog all of your digital assets.
  3. Decide who will have authority over your digital assets.

 

 

Connect with Demi McGoldrick:

 

 

 

 

 

Protect Yourself. Protect Your Family. Protect Your Assets

 

Protecting yourself, your family, and your assets are all essential elements of your roadmap to real riches as well as building and strategizing your financial plans.

 

If you’re ready to build your roadmap to riches and learn how to protect yourself, your family, and your assets, join us this spring for our Estate Planning Sessions with RBC Wealth Management.

 

Topic: Your Power of Attorney: Quite Possibly the Most Important Person You Will Ever Hire

Date: Wednesday, April 24, 2019

Time: 2pm - 4pm

 

Topic: Your Executor: What You Need to Know Before You Hire Yours

Date: Wednesday, May 22, 2019

Time: 2pm - 4pm

 

Topic: Essential Family Conversations: Protecting Yourself and Your Wishes

Date: Wednesday, June 12, 2019

Time: 2pm - 4pm

 

Location details will be provided when you RSVP to the event(s). To RSVP, email Colleen at colleen.campbell@rbc.com

 

Get Ready for Fun Networking & Fundraising!

 

Kick off your high-heels ladies, lace up your golf shoes, and get ready for an exciting, fun way to network with your business peers while raising money for a worthy cause. Join me, Colleen O’Connell-Campbell and Shelley True on September 5, 2019 for the all-women’s golf tournament, FORE-Play for Charity - the annual event supporting The Royal Ottawa Foundation for Mental Health.

 

The FORE-Play for Charity event features fun ways to network with other Ottawa-based business leaders such as Open Mic, Cocktail Hour, the Red Carpet event, and a unique Makeup and Beauty Bar as well as a Gala Dinner.

 

So if you’re ready to lace up your golf shoes and tee off to support The Royal Ottawa Foundation for Mental Health, visit www.truedotdesign.com/foreplay to register today - or, become a sponsor to show the community you’re serious about mental health.

 

Be sure to subscribe to our newsletter and follow FORE-Play for Charity on Facebook so you never miss an update on this important event.

 

Registration opens on April 1, 2019

 

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