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The Clear Path: What Bird Migration Can Teach Us About Estate Planning

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The Clear Path: What Bird Migration Can Teach Us About Estate Planning By Melinda Gustafson Gervasi May 15, 2026 It’s officially migration season here in Madison, Wisconsin . This week, I’ve been busy stocking my feeders and, more importantly, turning off my outdoor lights at night .  If you’ve been following the local news, you know that artificial light can disorient birds, leading them off-course during their long journey. By "dimming the lights," we provide them with a clear, safe passage. It occurred to me that estate planning is very much the same. Our goal is to remove the "glare" of confusion so our loved ones can navigate the probate process without getting lost. If you want to make your final affairs easier for those following behind you, here are five "navigation markers" you can set today: 1. Review Your Beneficiary Forms Think of these as your North Star. Because beneficiary designations on retirement accounts and life insurance policies typic...

From the Oval Office to the Junk Drawer: Learning to Curate a Legacy

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From the Oval Office to the Junk Drawer: Learning to Curate a Legacy by Melinda Gustafson Gervasi May 8, 2026 I have a personal goal that takes me across the country: visiting every Presidential Library in the United States . During the Summer of 2024, my family and I drove from Madison, Wisconsin to Austin, Texas.  Along the way we saw friends, family, and five Presidential Libraries (pictures are below). I’m nearing the finish line, with only the Carter library in Georgia and the Nixon and Reagan libraries in California left on my list. Coming this summer I can add two more to the list: one, the Obama Presidential Center will open in Chicago this June; and two, the T heodore Roosevelt Presidential Library in Medora, North Dakota, with tickets offered July 4th of this year.  While I have no immediate travel plans, I am looking forward to visiting sometime soon.   Presidential libraries are fascinating because they represent a massive effort to archive, organize, a...

Estate Planning Independence: Why You Should Choose Your Agents Before a Judge Has To

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Estate Planning Independence: Why You Should Choose Your Agents Before a Judge Has To By Melinda Gustafson Gervasi May 1, 2026 When we talk about estate planning, we often focus on the "what"—what happens to the house, the bank accounts, or the sentimental heirlooms. But the "who" is arguably more important. Selecting an agent for your Power of Attorney for Health Care and your Power of Attorney for Finance is not a popularity contest. These are two distinct roles that require very different skill sets. While you might have one person who fits both molds, it is often wise to consider whether your "medical champion" is the same person as your "fiscal steward." The Health Care Agent: Your Medical Advocate This person is your voice when you are at your most vulnerable. They don’t just need to care about you; they need to be able to navigate the high-pressure environment of a hospital.  Who in your circle of friends and family checks these boxes: The...

The Missing Piece in Your Estate Planning Toolkit: Powers of Attorney

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The Missing Piece in Your Estate Planning Toolkit: Powers of Attorney By Melinda Gustafson Gervasi April 20, 2026 We all like to think we’re in control, but what happens when you’re suddenly not? Whether it’s an unexpected medical emergency or a simple accident, there's one type document that can make the difference between a smooth transition and a legal nightmare. Surprisingly, nearly 90% of American adults are missing it according to the most recent report by trust & will . This Monday, we’re talking about the documents you should not live without: the Power of Attorney. MarketWatch's article highlights a significant gap in Americans' estate planning -- only 1 in 10 Americans have a power of attorney in place. If you are one of the many without this key document, here are 5 things to know: A power of attorney comes in to play if you are alive, but unable to act due to illness or an accident. A will only says who is in charge if you have died; There are two types of p...

Monday Musings: Probate is a Marathon, Not a Sprint

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Monday Musings: Probate is a Marathon, Not a Sprint By Melinda Gustafson Gervasi April 13, 2026 Happy Monday, readers.  Spring has arrived!  For my family that means at least one night a week you will find me in the bleachers of a local high school, cheering on track and field athletes.  My own kids are out there, where they tackle long-distance track events.  Watching them has given me a fresh perspective on my work in probate. In a sprint, it’s all about explosive energy and immediate results. But probate? Probate is the 3200-meter run. It requires pacing, endurance, and a refusal to give up even if you are getting lapped.  If you have recently been appointed as an Executor (or as we say here in Wisconsin, Personal Representative), you might feel the urge to sprint to the finish line. My advice? Find your stride first. Here are three things to do in "Lap One" to ensure you do not crash and burn before the finish: 1. Survey the Track (Secure the Tangibles) Befo...

Legal Lessons from the Page: John Grisham’s "The Widow" and Finding the Right Advocate

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Legal Lessons from the Page: John Grisham’s "The Widow" and Finding the Right Advocate By Melinda Gustafson Gervasi April 6, 2026 If there is one thing John Grisham knows how to do, it is placing ordinary people in extraordinary legal peril. In his latest work, The Widow , we are once again reminded that the legal world can be a maze of high stakes, hidden motives, and complex paperwork. Without giving away the plot, the story follows the aftermath of a sudden death and a search for justice—and the truth—in a system that does not always make it easy. For most of us, our lives do not have elements of international legal thrillers. However, a core principle of this book resonates deeply with what I do every day. And that is the importance of having a trusted advocate in your corner when you prepare an estate plan.  For Grisham's latest book, an elderly women seeks out an attorney she can trust. That is not always an easy thing to asses or find.  It is my opinion that you d...

And the Oscar for Best Estate Plan Goes To…

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And the Oscar for Best Estate Plan Goes To… By Melinda Gustafson Gervasi March 13, 2026 During law school, immediately after completing a final exam, I went to the movies.  What was playing did not matter as much as the fact the movie allowed me to step out of my life and fall into another reality for 2 hours.  It was an effective way to close the door on worrying about exam questions, and move myself along to a calmer mental state.  However, while we often go to the movies to escape reality, sometimes those films hold a mirror up to reality.  This concept is apparent in several of the films nominated for Best Picture at the upcoming 98th Academy Awards . The nominees are actually masterclasses in the "human" side of the law. Recently I have resurrected my personal goal of watching all ten films nominated for Best Picture.  So far I have crossed six off the list of ten.  Three of them stood out to my estate planning and probate attorney eyes.  This yea...