Happy New Year! And with the new year comes tax time! 

If you're a Level 3 Client of ours with a Living Trust Plus^® and you plan to do your own taxes, the 1041 for tax year 2025 and the Grantor Trust Statement that gets filed with the 1041 and your 1040 (or the 1040s of your beneficiaries if you did our Veterans-style Living Trust Plus system) are available on our Tools and Resources page, and the direct links to both documents are below:

2025 IRS Form 1041 Marked Up for Grantor Trust

Fillable Grantor Trust Statement

If you're a Level 3 Client and you do not want to prepare and file your own 1041 Trust Tax Return and Grantor Trust Statement, we have an in-house tax attorney/CPA who can do it for you. Just contact Jeannie or Debbie and they can put you in touch!

Happy Taxing!

Don’t wait for a crisis. Educate yourself, talk with those you trust, and work with a knowledgeable attorney here at the Farr Law Firm to make your decisions official.

Ready for more insights? Read our in-depth articles covering Elder Law, Estate Planning, Medicaid Planning, Incapacity Planning, Asset Protection, Advance Directives, and much more — plus lots or resources to help you get started — on our Everything Elder Law Blog. 

For real-world stories from families who are very happy they planned ahead with the Farr Law Firm, please read our Google Reviews.

Stay proactive. Stay prepared. Stay healthy.

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