COVID-19 has continued to impact our daily lives and at HTrust, we are trained to handle the daily precautions we need to take to keep our clients and staff safe.

For a list of protocols you and your family or business can implement and to see a directory of other New Mexican businesses that have made the NM Safe Promise, click here.

Client relationships are the backbone of every business. At Heritage Trust, we have had our share of extraordinary client experiences, some situations being easier than others to navigate through. We enjoy sharing our True Stories series in order to gain the appreciation for the time and effort we take to help each of our clients and their unique situations.

With the beginning of Fall and the upcoming holidays, it's hard to imagine next Spring and taxes. At Heritage Trust, we always have our clients in mind and we never think it's too early to start planning for your tax return filings. We've made information available for your tax time planning. Be sure to bookmark the key numbers you'll need to complete your 2020 tax returns. Early next year, as soon as the new 2021 numbers are available, we will provide those.

"Without change there is no innovation, creativity or incentive for improvement."

-William Pollard

With autumn time and the changes it brings, Heritage Trust is proud to continue our own movement of growing forward and leading our company and clients into a new and exciting season. In case you missed our big news, be sure to learn more here: