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Managing Director & Wealth Strategist Katie Sheehan Shares Practical Steps for Creating a Strong Will With AARP

By Crestwood Advisors · July 7, 2026

Managing Director & Wealth Strategist Katie Sheehan Shares Practical Steps for Creating a Strong Will With AARP

A well-crafted estate plan can help provide clarity for your loved ones and ensure your wishes are carried out.

Managing Director and Wealth Strategist Katherine Sheehan was recently featured in an AARP article discussing practical steps for creating a strong will, from minimizing the potential for family disputes to keeping estate plans up to date as life changes.

Read the full article here.

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