News & Resources

You shouldn’t amend a will yourself

Let’s assume you have a legally valid will but you’ve decided that it should be revised because of a change in your family’s circumstances. Perhaps all you want to do is add a newborn grandchild to the list of beneficiaries or remove your adult child’s spouse after a divorce. These are both common reasons to […]

MMB Welcomes New Associate Monica Pelkey

Monroe Moxness Berg is pleased to announce that Monica Pelkey has joined the firm as an associate attorney in our Real Estate Group. Monica focuses her practice on commercial and residential real estate transactions. She advises clients on real estate matters including the acquisition, development, sale and leasing of local and national properties.  Prior to […]

A living will can help ensure your last medical wishes are carried out

According to a University of Pennsylvania report, approximately 37% of Americans have “advance directives,” which include living wills and power-of-attorney designations. These documents specify what should occur and who should make medical decisions should someone become seriously ill and unable to make these decisions for him- or herself. If you belong to the other 63% […]

Addressing adopted children or stepchildren in your estate plan

Families that have children who are adopted, or stepchildren who haven’t been legally adopted, may face unique estate planning challenges. Additional consideration must be taken when a family includes an unmarried couple in a long-term relationship and one person has biological or adopted children. If your family’s makeup is as such, it’s important to understand […]

Are you and your spouse considering “splitting” gifts?

Gift splitting can be a valuable estate planning tool, allowing you and your spouse to maximize the amount of wealth you can transfer tax-free. But in some cases, it can have undesirable consequences, so be sure that you understand the implications before making an election to split gifts. Gifts of separate property Gift splitting is […]

MMB Welcomes New Associate James McGibbon

  Monroe Moxness Berg is pleased to announce that James “Jim” McGibbon has joined the firm as an associate attorney in our Corporate Group. Jim is a transactional attorney with a wealth of experience in mergers and acquisitions, material healthcare contracts, healthcare compliance issues, corporate governance issues and Chapter 11 corporate restructurings. Jim joins MMB […]