Estate Planning


Mitch Lane - Stifel Investments offers meticulous estate planning services to safeguard your legacy. Our experts guide you through the complexities of wealth transfer, minimizing tax implications and ensuring your assets are distributed according to your wishes. Whether it's creating trusts, updating wills, or establishing charitable giving strategies, our estate planning services provide peace of mind for you and your heirs.


Mitch Lane - Stifel Investments is a proud part of

DeLand and Greater Volusia Chamber of Commerce

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