Heritage Planning is a very informative "value-added" program, designed by MFS Investment Management.  The objective of Heritage Planning is to provide information that will help my clients deal with some of those complicated issues that come up in peoples' lives.  You'll notice that  Heritage Planning has topics that extend far beyond just your own investments, into all kinds of impact  issues with your parents and your children.  Click here for a Heritage Planning Checklist or click on any link below to view the Heritage Planning white sheet: