Seniors & Persons with Disabilities

For many seniors, over time the effects of aging begin to hinder their ability to properly manage their day to day affairs.  For this reason many family members and friends try to take on the role of caregiver and find themselves frustrated and tired. The same holds true for persons with disabilities as they struggle to keep their independence while realizing they need help in other areas.

We find that many circumstances will bring people to the realization that they need additional assistance and with most of our clients there is usually some sort of family dynamic. 

Some of the family factors may include:

• Their adult children are out of state
• The older adult may be estranged from their family
• Their family maybe the exploiters or abusers
• They may have adult children who do not get along
• They may have a disabled child or a child we an addiction

Whatever their reason, many seniors and their families find that using a third party professional is best for their unique situation.

Since its inception, BPS has been dedicated to managing the day to day financial affairs for seniors and persons with disabilities and our Elder Care and Fiduciary Program was designed specifically for this reason.

Our services include:

Daily Money Management

Financial Power of Attorney

Conservator or Guardian of the Estate

Estate Administration, Personal Representative, Executor

Representative Payee

Coaching and support for families caring for an older adult

Fiduciary Monitoring & Auditing