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Gotham Financial’s intimate knowledge of our clients’ finances and asset structure is a great advantage in identifying and understanding their insurance and estate planning needs. Our life insurance, disability income insurance and long term care insurance portfolios are specifically designed to offer our clients the solutions they need to help protect their loved ones in the case of death and disability.

Our disability income insurance product portfolio ranges from standard income protection policies to specially designed contracts for professional athletes and entertainers. 
Our life insurance product portfolio is comprised of products offered by some of the country’s best insurance carriers. Whether your need is for low-cost term insurance or a more complex policies, Gotham Financial has the resources and expertise to help meet your needs. Selecting the right insurance is the first step. But things do change. So we review your portfolio to evaluate:

  • Human life value
  • Ownership structure, Trusts
  • Asset allocation* coordination
  • Levels and types of coverage

*Asset allocation neither assures a profit nor protects against loss in declining markets. 

Estate Planning 

Sophisticated estate planning that includes asset preservation, gifting strategies and charitable planning are essential parts of all wealth management. 

No matter how much wealth you accumulate, or how large your estate, taxation can consume a large portion of your wealth at the time of your demise, especially with constantly changing tax laws. Gotham Financial works in a team approach with legal & tax advisors who are experts in current tax and estate regulations to develop an estate plan to best meet your personal and business goals. 

Many times, this process is as simple as having an attorney update your Will or the creation of an Irrevocable Insurance Trust. Other times, an estate plan involves more complex and sophisticated planning techniques such as:

  • Valuation discounts
  • Complex gifting strategies
  • Family Partnerships/LLC’s
  • GRATs
  • Charitable Remainder Trusts

Income and tax laws are constantly changing. We see it as our job to help keep you abreast of how these changes affect your own estate plan. 

Charitable giving 

Your charitable giving says more about who you are and the legacy you want to leave. Of the many financial tools available to individuals with substantial assets — your support to foundations and charities through endowments and trusts is the most powerful statement of your values and hopes. 

Of course you already know that your gifts of cash, stocks and bonds to charity receive tax deductions… 

But did you know it is also possible to make those gifts, receive a current tax deduction and create a flow of income from the charity to replace the value of the gifted asset for heirs outside of your estate? We believe charitable giving is one of the most powerful estate planning tools there is. The power of doing something meaningful for those less fortunate, and at the same time making your retirement and estate plans more efficient, is an analysis we feel very confident in.

This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice.