Estate planning is one of the few financial topics where the cost of confusion is paid by the people you love most. Most people have a will and a beneficiary designation form somewhere, signed years ago, never reviewed since. Whether your situation is straightforward or complicated, the questions below are the ones worth answering while you still can.

• Do I need an estate plan even if I don't consider myself wealthy?

• What is the difference between a Will and a Trust?

• Are my beneficiary designations up to date across all accounts?

• What happens to my assets if I don't have a plan in place?

• How do I make sure my family is protected if something happens to me?

• What should I review or update after a major life change?

• Current strategy for dealing with estate taxes?

• Is my advisor a fiduciary?

I am not an estate attorney, and an estate plan needs to be drafted by one. What I do is help you walk into that meeting prepared — with a clear picture of what you have, what is missing, and what to ask. The Comprehensive Review covers your full financial picture, including beneficiary designations and how your assets pass.