Planned Giving

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Benefit yourself, your family and Samuel Merritt University with your planned gift
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Gift Planning

Monday January 20, 2025

News

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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Your Living Trust Choices
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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2025 Tax Filing Season Opens January 27
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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Does Medicare Cover Mental Health Services?
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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