Shayne Lester, CFP<sup><sup>®</sup></sup> Home
Shayne Lester, CFP<sup><sup>®</sup></sup> Home
  • Home
  • About 
    • Team
    • Our Services
    • Our Core Values
    • Blog
  • Our Process 
    • What We Do
    • What You Should Expect
    • What People Often Ask
    • Our Investment Philosophy
  • Video & Media 
    • Retirement
    • Estate
    • Investment
    • Insurance
    • Tax
    • Money
    • Lifestyle
    • Glossary
    • Tax Resources
  • Account Access
  • Contact

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Is Term Life Insurance for You?

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Contact

Office: 405-310-2269

Fax: 866-213-7740

3940 West Tecumseh Road

Suite 100

Norman, OK 73072

shayne@planningok.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC, marketed as Partners in Planning. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Partners in Planning is separately owned and operated and not independently registered as a broker-dealer or investment adviser. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. 

Raymond James Privacy Notice

Raymond James Legal Disclosures Including Form CRS

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.