We know your family comes first.

HTrust is committed to providing quality trust services to our clients, their families, and their preferred investment, legal, and tax advisors. We are a committed team of professionals who maintain an entrepreneurial style, allowing us to work quickly and efficiently. HTrust is in full compliance with all New Mexico fiduciary regulatory standards and requirements.

HTRUST NEWS (May 2013)

HTRUST NEWSLETTER - SPRING 2013 EDITION

We are pleased to provide you with timely financial information. Please feel free to contact us if we can be of assistance to you or your clients. See the latest Newsletter.

Topics for this Quarter:

Estate Tax After The Fiscal Cliff
Four Retirement Saving Myths
Financial Tips For Obtaining A Mortgage Loan
What are health Exchanges and do I have to buy health insurance through them?
I already have health insurance. Will I have to change my plan because of the new health-care reform law?

Please contact us if you have any questions.

Be sure to check out our Resources page, which includes video presentations on current financial issues; presentations on tax and estate considerations, and the state of the market; and a number of calculators to help determine the best course of action in a given area.

HERITAGE TRUST ASSISTS WITH THE RELAUNCH OF
“PAINTING TAOS” ON KNME

We are pleased to have helped re-launch "Painting Taos," which aired Thursday, August 23, 2012 at 9:30 p.m. Mountain Time on KNME Channel 5.

Painting Taos is an hour-long documentary that tells the story of how six relatively unknown painters, who founded the Taos Society of Artists, helped turn Taos into a premier American art destination. The documentary was originally aired in 2009, however, with the sponsorship by HTrust it was aired again.

HTrust wishes to extend a very warm thank you to Jerry Geist and the folks at KNME who helped make this relaunch happen.

To see a preview of the DVD click here.

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While we continue to maintain our headquarters in Taos, New Mexico, we have also established family offices in Santa Fe and Albuquerque.