Hanegan & Associates


 

  Trustee & Executor

 

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James D. Hanegan

Fiduciary Services

Private Trustee and Executor

1625 Broadway Suite 800

Denver, Colorado 80202

                                                      Tel: 303-572-0055

                                                       Fax: 303-572-1603

                                                                    

Peace of Mind...

...Now for you, and someday for those you love...

 

Offering Professional and Independent Private

 Fiduciary Services

 

James D. Hanegan

Fiduciary Services

Private Trustee and Executor

Where Financial Confidence and Convenience Go Hand In Hand

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For decades we have been providing fiduciary services for families like yours, utilizing custom designed trusts and estates.  We are skilled in the administration of difficult assets, such as oil and gas properties or closely held businesses. 

 

Our specialized team of professionals provides:

 

◊ Estate planning and trust and estate administration personalized to achieve

   your specific family goals and to minimize potential tax costs;

 

◊ Management of unique assets, including art collections and oil and gas

   properties;

 

◊ Analysis and recommendations regarding life insurance;

 

◊ Service as trustee / personal representative or as co-trustee or co-personal

   representative with family members; and

 

◊ Coordination with other professionals, at your request, for estate and trust

   planning and administration, including:

 

            Attorneys

            Portfolio Managers

            Accountants and

            Life Insurance Professionals

 

We serve as trustee and personal representative for multiple generations of our clients' families. Our fiduciary services include consultation with family members regarding trust and estate planning to meet financial and non-financial goals, asset management services, professional and accurate trust and estate operations, fiduciary accounting services and income and estate tax compliance services.

 

You can depend on us for creative solutions tailored to the unique needs and goals of your family. Since 1984, we have been providing the foundation to  give families like yours the peace of mind you deserve.

Our Mission:

To provide integrated and creative planning and management services in the areas of Investments, Taxes, Administration and Trust and Estates. Our clients are families who have accumulated wealth and who have needs covering multiple generations. Based upon our depth of experience, intimate knowledge of our clients and utilizing the latest technology, we personalize these services to meet the specific and often unique needs of our clients.

 

  

Our Values:

We are experienced in providing professional fiduciary services for our clients' estates and trusts. We strive to give clients the peace of mind that comes from confidence that their financial affairs are seamlessly coordinated and creatively managed for current and future generations.

 

Our services are fee-based, and we do not sell insurance or investment products.

Services of the Hanegan & Associates office, provided by:

 

Hanegan & Associates, P.C.                 

Certified Public Accountants
                    Family, Trust and Estate Admin.             

                 Business Admin. Services -- Outsourcing

 

Florissant Investment Advisors, LLC
      Registered Investment Advisors

 

James D. Hanegan Fiduciary Services
   Private Trustee and Executor

 

Call us at 303-572-0055 today to set up a complimentary meeting

 to discuss your family's financial needs and goals.

 

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                 For more information call us at 303-572-0055 or email jim@hanegan.com