We are excited to introduce you to the newest member of our staff, Emily Johnston. With over 20 years of accounting experience in the banking, health care and non-profit industries, Emily brings a wealth of knowledge and expertise to better serve all of our clients. Warm, friendly and intelligent, we know she has made an enormously valuable addition to the Heritage Trust team!

At Heritage Trust, we have been incredibly fortunate in aiding many clients in administering their estates, especially when it comes to those individuals who opt to donate legacy endowments to various charities. Those who can leave what they are able to may never know the impact of their generosity, but so many of our local community members do so! We celebrate our business relationships with the Taos, Santa Fe and Albuquerque Community Foundations in honor of our clients who know the value of community building. If you are interested in including legacy gifting in your estate plans, we urge you to do so, knowing that we can help implement your wishes.

"Some of the most wonderful people are those who don't fit into boxes."- Tori Amos

For the many challenges we face in everyday life, there are those who face even greater ones. At Heritage Trust, we offer services for those with Special Needs to assist in long-term care, financial planning, and simply brightening the everyday with the comfort and security of intuitive fiscal planning. If you or a loved one has experienced these challenges, you will greatly appreciate the need for sound and personal financial care for the future. Contact our office today to find out more.