Estate Planning
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A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected. We will work with you and your advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your family’s needs.  We do not provide tax advice.  Please consult with your own advisors for tax advice.

Disclosure

Danielle Niderost is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0K19831), FL, ME, TN, UT, VA, and WI. No insurance business may be conducted outside the states referenced.

Danielle Niderost is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1505 Main St, Saint Helena, CA, 94574, 707-367-1656. In this regard, this communication is strictly intended for individuals residing in the states of CA, ME, TN, UT, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

Danielle Niderost is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, ME, TN, UT, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

Chateau Financial Strategies & Insurance Solutions is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Chateau Financial Strategies & Insurance Solutions nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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