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Budget and the Bees
Budget and the Bees
Latrice Perez

7 Inheritance Clauses That Now Trigger Federal Review

 Federal Review
Image Source: 123rf.com

Estate planning has grown more complex. Now, federal agencies pay closer attention to wealth transfers. Certain clauses in a will or trust can raise red flags. This may prompt scrutiny from the IRS or the Treasury Department. The government aims to prevent tax evasion and other illegal transfers. Let’s look at the seven clauses that can trigger such a review. Understanding these triggers is key for a smooth asset transfer.

1. Large Bequests to Non-U.S. Citizens

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