Belfint, Lyons & Shuman leads effort to recognize importance of estate planning


Belfint, Lyons & Shuman, P.A.,a certified public accounting and consulting firm, led an effort to recognize the importance of estate planning.

Rosen with the proclamation.

Gov. John C. Carney issued a proclamation to establish October as Estate Planning Awareness Month in Delaware.

Jordon N. Rosen, director – Estates and Trusts and the Delaware Ambassador of the Financial Literacy Foundation – spearheaded the effort in Delaware.

The Financial Awareness Foundation’s mission is to help solve a major social problem – the lack of financial awareness along with the financial illiteracy epidemic.

The organization serves as a non-political “financial awareness advocate” for the general public, the financial service, charitable gift planners and nonprofit professionals and their organizations, educational institutions, municipalities, and employers.

“More than half of all adults don’t have a will or any estate planning documents.Careful planning can prevent family members or other beneficiaries from being subjected to complex and unnecessary administration of a loved one’s affairs. It also allows the individual to pass down not only material wealth, but also intellectual, social, and moral values to the next generation” states Rosen, “We are grateful to Governor Carney’s office for recognizing the importance of estate planning by issuing this proclamation.”

Click here for the Estate Planning Awareness Month Proclamation.

Belfint, Lyons & Shuman has offices near Wilmington and in West Chester, PA.

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