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Episode 62: The One Thing You Need to Know About Estate Planning – Deshonda Charles

September 9, 2019 by Garrett Ervin

Business Infrastructure

Episode 62: The One Thing You Need to Know About Estate Planning – Deshonda Charles

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Estate planning is NOT just for wealthy people. In fact, Estate Planning Attorney Deshonda Charles says, “An estate plan is your strategic plan to preserve and protect your business and assets over your lifetime.” It’s never too late to get one in place and it ensures you don’t leave a burden behind after you die or become unable to operate your business. In this episode, Deshonda not only dispels common myths about estate plans, but she defines the specific people, processes, and tools to help you get an estate plan documented and backed in a court of law. With her down-to-earth approach, she removes the stigma and fear of estate planning, making it accessible to business owners and families alike.

Special Guest: Deshonda Charles, Esq., President & CEO – The Tackett Firm, PLLC

Location: Houston, TX USA

Show Notes:

Wear Clean Underwear! A Fast, Fun, Friendly, and Essential Guide to Legal Planning for Busy Parents: a book by Alexis Martin Neely.
Selling a Small Business and Succession Planning for Small Businesses: a free 17-page pdf provided courtesy of the Small Business Administration (SBA).
Estate Planning You Should Be Doing and When You Should Be Doing It: an article posted on Forbes.com by Abby Schneiderman.
4 Estate Planning Myths that Refuse to Die: an article posted on Forbes.com by Ron Carson.

The Solstice Summit is Here – Dr. Bill Williams

September 9, 2019 by Garrett Ervin

Gwinnett Studio

The Solstice Summit is Here - Dr. Bill Williams

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The $10K a Day Dentist with Dr. Bill Williams gives a creative approach to helping dentists finish well. Here you’ll discover what’s hot with interviews with the sharpest business minds and those making waves in the dental industry.

We’ll diagnose and treatment plan for radical growth of real dental practices live in our Hot Seat episodes. This podcast is also packed with detailed actionable strategy direct from Dr. Williams’ 5M Masterminds and Online Academy. Whether you are just starting out fresh from dental school, are starting a full-time practice, or are pondering retirement, this podcast is for you.

The Medical Strategist – Dr. Barbara Hales

September 9, 2019 by Garrett Ervin

Gwinnett Studio

The Medical Strategist - Dr. Barbara Hales

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Holistic Dental Matrix – Dr. Nick Meyer

September 9, 2019 by Garrett Ervin

Gwinnett Studio

Holistic Dental Matrix - Dr. Nick Meyer

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Redox Signaling Molecules – Lee Ostler

September 9, 2019 by Garrett Ervin

Gwinnett Studio

Redox Signaling Molecules - Lee Ostler

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Awakening Performance Potential – Tyler Williams

September 9, 2019 by Garrett Ervin

Gwinnett Studio

Awakening Performance Potential - Tyler Williams

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The Mad Cow Encounter – Tom Beasley and Dr. Maureen Hayes

September 9, 2019 by Garrett Ervin

Gwinnett Studio

The Mad Cow Encounter - Tom Beasley and Dr. Maureen Hayes

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The Customer Experience – Jill Raff

September 9, 2019 by Garrett Ervin

Gwinnett Studio

The Customer Experience - Jill Raff

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LEADER DIALOGUE: Strategies to High Reliability

September 6, 2019 by Garrett Ervin

Gwinnett Studio

LEADER DIALOGUE: Strategies to High Reliability

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Topics discussed on this episode include:

Business Acumen: Which will include Craig’’s background and overview of Press Ganey
Current state: Discuss current strategies and opportunities for improvement in aiding healthcare organizations how to achieve and sustain High Reliable Organization (HRO) status.
Performance excellence challenges in the Age of Consumerism: Understanding how Consumerism impacts the inter-relations among quality improvement, process improvement, Baldrige Framework and high reliability in health systems.

Craig Clapper/Press Ganey

Craig Clapper is a founding partner of Healthcare Performance Improvement (HPI) and a partner in Press Ganey Transformational Advisory Services. HPI is a group that specializes in improving human performance in complex systems using evidence-based methods from high-reliability organizations. Craig has 30 years experience improving reliability in nuclear power, transportation, manufacturing, and healthcare. He specializes in cause analysis, system reliability, and safety culture transformation. Craig has led safety culture transformation engagements for Duke Energy, US Department of Energy, ABB, Westinghouse, Framatome ANP, Sentara Healthcare, and Sharp Healthcare.

Prior to being a partner in Press Ganey Transformational Services, Craig was the Chief Knowledge Officer of HPI, the Chief Operating Officer of HPI, the Chief Operating Officer of Performance Improvement International, Systems Engineering Manager for Hope Creek Nuclear Generating Station, and Systems Engineering Manager for Palo Verde Nuclear Generation Station.

Education & Certifications

Bachelor of Science in Nuclear Engineering, Iowa State University
Professional Engineer (PE) licensure in Mechanical Engineering, State of Arizona
Certified Manager of Quality and Organizational Excellence (CMQ/OE), American Society for Quality (ASQ)

About SOAR Vision Group

The SOAR Vision Group mission is to: Align People with Purpose to Achieve Exceptional Results. SOAR provides best practice strategy execution, business process optimization services, and a structured organizational development approach for organizations to effectively implement the Baldrige Performance Excellence framework. For more information, contact SOAR Vision Group at (888) 294-3303 or visit soarvisiongroup.com.

About the Baldrige Foundation

The mission of the Baldrige Foundation is to ensure the long-term financial growth and viability of the Baldrige Performance Excellence Program, and to support organizational performance excellence in the United States and throughout the world. The Malcolm Baldrige National Quality Award is presented annually by the United States President to organizations that demonstrate quality and performance excellence. For more information, contact the Baldrige Foundation at (202) 559-9195 or visit baldrigefoundation.org.