PrimeGlobal member firm Belfint, Lyons & Shuman, P.A. (BLS), a certified public accounting and consulting firm, was an integral part of securing Governor John C. Carney’s proclamation to once again establish October as Estate and Gift Planning Awareness Month in Delaware.

Jordon N. Rosen, CPA, AEP, Director – Estates and Trusts, is the Delaware Ambassador of the Financial Literacy Foundation and spearheaded this important effort in Delaware. The Financial Awareness Foundation’s objective is to encourage financial, nonprofit, and education professionals and their organizations, employers, municipalities, and the news media to actively participate in this movement to alert, educate, motivate, and assist everyone to get and keep their financial house in order with a current financial, estate, and gift plan.

 To help address and solve the major social challenge of financial health, The Financial Awareness Foundation has a goal of establishing October as the National Estate and Gift Planning Awareness Month in all 50 states.

See Gov. Carney’s Estate Planning Awareness Month Proclamation.

Jordon Rosen Bls
“The importance of having a written estate plan cannot be overstated. No one enjoys thinking about their mortality, but the failure to properly plan can leave beneficiaries and executors with the unnecessary burden and expense of sorting things out without any concrete direction. Having a written plan allows each person to determine for themselves the legacy they wish to pass on to future generations. We are again grateful to Governor Carney’s office for recognizing the importance of estate planning by issuing this proclamation.” Jordon N. Rosen, Director, BLS

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Belfint, Lyons & Shuman, PA

Belfint, Lyons & Shuman was founded in 1923, as a small accounting practice whose staff was committed to building long-standing, mutually beneficial relationships with clients and business associates. Today, with more than 60 professionals, we have become one of the largest and most respected certified public accounting firms in Delaware while never losing sight of our founding commitments. We have a diverse client base and offer services such as: accounting & auditing, tax planning & compliance, small business services, litigation support, employee benefit plan audits, succession planning, business & management consulting, and corporate services for investment holding companies. We also have an office in West Chester, Pennsylvania.

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