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 (December 2011)

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 our HTrust Edge - Fall 2011 Newsletter for the latest articles.

Topics for this Quarter:
Five Year-End Tax Planning Considerations
Long-Term Care Planning is Important for Women
Factoring Health-Care Costs into Retirement Planning
Does the Federal Financial Aid Formula Count All Parental Assets?
How are 529 Plans Treated for Federal Financial Aid Purposes?

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.

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