Advance Directives and Estate Planning Basics (Virtual)

Advance Directives and Estate Planning Basics

Now that you’ve found your essential documents and know how to securely store them for easy access in the event of an emergency, it’s time to look more closely at those documents. In this session, Margie will discuss healthcare proxies, living wills, powers of attorney and the basics of an estate plan, demystifying both “advance directives” and “estate plans,” helping you understand what they need to include and why. This information will not only help you sleep better at night, but it will give you tools to help family members including both your aging parents and your young adult children.

Having trouble with the Zoom link? Chat us in the app or email team@betterspaces.com

Instructor Bio:

Margie Jacobson is an attorney with over 30 years of experience across a wide range of legal environments, including AM LAW 100 firms, multinational corporations such as The Coca-Cola Company, and a start-up focused on delivering online legal and financial education. She most recently served as counsel to a boutique education rights law firm and is the co-founder of Women’s Compass Forum, which offers innovative legal and financial self-care courses designed specifically for women.

Margie is also an active board member for several nonprofit organizations at the local, state, and national levels, where she provides leadership in civil rights, disability rights, and the arts. She holds a BA in English from Brandeis University, a JD from Boston University School of Law, and a Mediation Skills Certification from Quinnipiac University School of Law’s Center on Dispute Resolution.

You can find her at womanscompassforum.com and on Facebook and Instagram @WomansCompassForum.