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Hoxton Planning & Management
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Day: October 1, 2026

How to Create an Estate Plan for Retirement

Couple discussing an estate plan for retirement with a financial advisor

Learn how to create an estate plan for retirement with a checklist for beneficiaries, documents, account titling, liquidity, and attorney coordination.

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

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