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Monday January 20, 2025
Thank you for your interest in learning more about estate planning and charitable giving to support Samuel Merritt University.
Through regular newsletters, we share useful tips and ideas that can help you increase income, reduce taxes, plan your estates,
and extend your values and legacy to support future generations.
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Personal Planner
The living trust is becoming quite a popular estate planning strategy. It costs more than a will, but includes many features that are helpful during...
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Washington News
The Internal Revenue Service (IRS) announced that the 2025 tax season will commence on January 27 of this year. The IRS will provide expanded and...
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Savvy Living
What types of mental health services does Medicare cover? I struggle with anxiety and depression, and my primary care provider recommended that I see...
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