Inheritance & Estate
“I got an inheritance, will I owe tax on it?”
An inheritance often raises tax questions, but the answer depends on what was inherited and how it is handled. In many cases, the inheritance itself is not treated the same as regular income, while assets such as cash, brokerage accounts, retirement funds, or property can have different tax effects. The timing of distribution, the estate’s records, and any later sale or withdrawal can also matter. State rules may add another layer, especially if real estate or retirement accounts are involved. A short conversation with a CPA can sort out what applies to your specific numbers.
In your 60-minute session, the KGOB advisor handling it will:
- Read your exact situation and tell you, in plain English, what’s actually going on.
- Lay out your options and the trade-offs — no jargon, no judgment.
- Give you a clear next step you can act on, whether that’s with us or on your own.
This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.
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