During estate planning discussions, what is Ali most likely to ask for next?

In the context of estate planning discussions, understanding how assets are titled is crucial. Knowing the names under which ownership of assets is held helps to identify how those assets will be transferred upon death, whether through a will, trust, or beneficiary designation. This information is vital for ensuring that the estate plan aligns with the client's wishes and applicable laws.

When discussing estate planning, it is common for professionals to focus on asset ownership because it affects probate processes, tax implications, and the overall distribution strategy. Ownership structures, such as joint tenancy, living trusts, or individual ownership, can have significant ramifications for how an estate is managed after a person's passing. Thus, asking about the names under which ownership is held is a logical next step in ensuring a comprehensive estate plan tailored to the client's needs.

While the other options relate to important aspects of financial planning, they pertain more to investment strategies rather than directly to the mechanics of estate transfer or the current discussion of estate planning.