Power of Attorney for Financial Services and Healthcare

Power of Attorney for Financial

With extensive experience in financial management, Beagle and Associates of Oregon, Inc. (“B&A OR”) ensures the safety and security of each client’s assets, as well as ensuring these assets are utilized for the benefit of the client. A Financial Power of Attorney (“FPOA”) is an inexpensive method for planning the unexpected, and arranging to have someone else manage their financial affairs because they are no longer able to do so. With a FPOA, B&A OR can be named:

  • To manage the real and personal property
  • To manage all income and disbursements
  • To invest the liquid assets utilizing necessary resources, prudence and diligence
  • To employ accounting procedures for all expenditures in accordance with state and federal laws
  • To provide quarterly financial statements

B&A OR coordinates a full range of asset management services. B&A OR employs a team approach to ensure the ongoing success for each client. With the support of an experienced team of professional fiduciaries, B&A OR coordinates a financial plan with input from the client, family members, financial advisors, legal counsel and community resources. This thorough, team-based approach ensures quality standards and proper oversight and management.

 

Power of Attorney for Healthcare

Not only does a person require assistance managing their financial affairs, but often needs an advocate to assist with making medical decisions. B&A OR also provides services as a Power of Attorney for Healthcare (“HPOA”), allowing B&A to act on their behalf. As the HPOA, B&A OR takes an active role in the client’s life while:

  • Making specific health care decisions for each client, and being available for emergencies
  • Making decisions on behalf of clients as they would have done if they were able
  • Maintaining the affairs of clients’ confidentiality with the least amount of intrusion into their lives
  • Ensuring the personal needs of clients for safe housing and quality personal care, while cultivating activities that nurture the body, mind and spirit
  • Developing a personal relationship with each client through regular contact
  • Implementing a person-centered care plan

B&A OR coordinates a full range of person-centered services. B&A OR employs a team approach to ensure the ongoing success of each client. Coordination begins with the Person Centered Fiduciary, who, along with the Executive or Senior Fiduciary, coordinates a life plan with input from the client, family members, facilities, home care agencies and community resources. This thorough, team-based approach ensures the highest quality of life possible.

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