Estate Planning and Management
Estate Planning and Management involves organizing and preparing for the distribution of a person's assets after their death. It includes creating legal documents like wills, trusts, and powers of attorney to ensure that assets are transferred according to the individual’s wishes, while minimizing taxes and legal complications. Estate management also covers the administration of an estate, including managing assets, paying debts, and distributing inheritances. The goal is to protect family interests, preserve wealth, and ensure a smooth transfer of assets.
Organizing and preparing for the distribution of a person's assets after their death.
Accountants in Charge
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Senior Accountant
Waldemar Terlikowski
I am an experienced Account and Admin Manager specializing in financial management, bookkeeping, and client account administration. With a strong background in financial record-keeping, transaction monitoring, and administrative process optimization, I effectively support business operations and ensure compliance with accounting regulations.
I am a detail-oriented, highly organized professional who excels at handling multiple tasks simultaneously. My strong communication skills and ability to build long-term relationships enable me to effectively work with clients and business partners.
My goal is to streamline bookkeeping and administrative processes to enhance operational efficiency and ensure compliance with financial regulations
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