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.

What Wealth Looks Like: The Best Thing You Can Do With a Free Summer Evening

Most of us have a list of people we keep meaning to see.

The friend from years back. The neighbors you genuinely like. The list stays in your head. The plans never quite get made.

We say “We should get together soon”. We mean it. And then another few months go by.

It is not for lack of wanting. It is usually because gathering has started to feel like work. The right food. The right setting. Everything pulled together at the right moment. And when none of that lines up, the invitation never gets sent.

Here is what we have learned: the moment, the menu, and the setting are not what is most important.

People Remember How You Made Them Feel

Think about the gatherings that have stayed with you. The dinner that stretched past midnight. The summer weekend that everyone still talks about years later. Chances are you remember how the evening felt, not what was served or how the table was set.

Etiquette writer Alison Cheperdak makes this point simply: guests remember how they felt.¹ Whether the host was genuinely glad they came. Whether they left feeling more connected than when they walked in. That is what people carry home.

We often think of wealth in terms of what it allows us to acquire. Just as important is what it allows us to create: time together, shared experiences, stronger relationships, and memories that endure long after the evening is over.

That’s one of the quiet luxuries of having resources—not simply owning more, but having the opportunity to bring the people you care about together.

The Underrated Power of Going First

Your friends who are known for bringing others together rarely provide the most elaborate spreads. They are the ones who actually send the invitation. They think ahead about who in the room might enjoy knowing one another. They make the introduction without waiting to be asked. And they follow up afterward because they genuinely meant it when they said they were glad someone came.²

That is it. No elaborate planning. Just a little initiative and genuine care for the people in the room.

Good news: you do not need the perfect moment. Summer is the perfect excuse. Send the text, pick a date, and do not overthink the rest. Getting everyone together is the whole point and honestly, the hardest part is just deciding to do it. The people who show up will be glad you did.

Creating Space for Relationships

The calendar is full. The logistics are real. It is very easy to let the intention sit there indefinitely. But the gathering itself, even when it is imperfect and improvised, tends to be worth it. The people who show up are not thinking about whether everything came together perfectly. They are thinking about whether they will be invited back.

Summer has a way of creating room for this. Longer evenings. A slower pace. A little more space to actually follow through. So here is our friendly nudge: who have you been meaning to have over, and what has actually been stopping you?

At Crestwood, we believe wealth is ultimately about creating the freedom to live intentionally, to spend more time with the people who matter, strengthen relationships, and make room for the moments you’ll remember long after the details have faded.

That’s the perspective we bring to every planning conversation. If you’re ready to build a financial plan around the life you want to live, we’d welcome the opportunity to talk.

 

FAQ

What actually makes a gathering memorable?

Guests rarely remember what was served or how the table was set. What stays with people is how they felt: whether the host was genuinely glad they came and whether they left feeling more connected than when they arrived.

What do the best hosts do differently?

They send the invitation before waiting for the perfect moment, think ahead about who might enjoy knowing one another, and follow up afterward. It is less about planning and more about genuine care for the people in the room.

Why does entertaining feel harder than it used to?

Social media has made hospitality feel like a production, raising the bar on what a gathering is supposed to look like. Most people find that once they stop trying to make it perfect, it becomes a lot easier to actually do it.

Sources

¹ Alison Cheperdak, Was It Something I Said?, Chapter 6: “Hosting and Attending: What Matters Most”

² Myka Meier, Modern Etiquette Made Easy, Chapter 5