Skip to content
Hoxton Planning & Management
  • About Us
  • Process
  • Giving Back
  • Resources
    • Podcast
    • Retirement Planning Insights
    • Worksheets
    • Think Ahead Book
    • Freedom Score
    • Form CRS
    • ADV Brochure
  • Client Login
  • About Us
  • Process
  • Giving Back
  • Resources
    • Podcast
    • Retirement Planning Insights
    • Worksheets
    • Think Ahead Book
    • Freedom Score
    • Form CRS
    • ADV Brochure
  • Client Login
Let's Talk
Hoxton Planning & Management
  • About Us
  • Process
  • Giving Back
  • Resources
    • Podcast
    • Retirement Planning Insights
    • Worksheets
    • Think Ahead Book
    • Freedom Score
    • Form CRS
    • ADV Brochure
  • Client Login
  • About Us
  • Process
  • Giving Back
  • Resources
    • Podcast
    • Retirement Planning Insights
    • Worksheets
    • Think Ahead Book
    • Freedom Score
    • Form CRS
    • ADV Brochure
  • Client Login
Let's Talk

Day: June 19, 2026

Estate Planning for Blended Families Checklist

Blended family reviewing an estate planning checklist

Schedule a planning conversation about estate planning for blended families and use this pre-retirement checklist to organize your next steps.

Continue reading

We'd love to hear from you

Do you think we might make a good partnership? Drop us a line, and we’ll get right back to you.

Get In Touch

Navigate

  • Home
  • About
  • Process
  • Giving Back
  • Podcast
  • Blog
  • Worksheets
  • Think Ahead Book
  • Freedom Score
  • Form CRS
  • Client Login
  • Contact
  • Privacy Policy

Contact

Hoxton Planning & Management, LLC
8530 Shepherdstown Pike
Shepherdstown, WV 25443

  • clientservice@hoxtonpm.com
  • (304) 876-2619

Connect with Us

Facebook Youtube Spotify
© 2026 Hoxton Planning & Management, LLC. Website by Cardinal Creative Agency.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hoxton Planning & Management LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Hoxton Planning & Management LLC (“Hoxton”), an SEC Registered Investment Advisor located in Shepherdstown, West Virginia.

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions. 

Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

The inclusion of any link is not an endorsement of any products or services by Hoxton. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither Hoxton, nor any agency, officer, or employee of Hoxton, warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.