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Thought Leadership

IRS Changes Inheritance Rules: Protecting Your Legacy
Patriot Capital | Oct 2, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
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Financial FAQs
Patriot Capital | Sep 4, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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About Us

At Patriot Capital, we offer a comprehensive suite of wealth management services designed to empower our clients on their journey towards financial independence.

Our Office

Monarch Plaza
3414 Peachtree Road NE #101
Suite #250
Atlanta, GA  30326

Contact Us

E: info@patriotcapital.us
P: 833-PATRIOT

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. The performance of models represents back-tested data based upon the historical weighted performance of each individual vehicle. Fixed Index Annuities are not a direct investment in the stock market. They are long-term insurance products with guarantees backed by the issuing insurance company. Professionally managed equity investments like mutual funds, ETFs and stocks have risk and investment returns, values will fluctuate. Past performance is not a guarantee of future results. The performance figures illustrated represent the model portfolio returns for the time period indicated. Not FDIC insured, certain investments may lose value. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees, and surrender charges as described in the annuity contract. Guarantees are backed by the financial strength and claims paying ability of the issuer. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Patriot Capital Group, LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

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