Chanise Anderson Wealth & Asset Protection Attorney

06/04/2026

Don’t make the mistake of thinking that creating your trust is the last step.

Funding your trust is next, and it’s ongoing. Every time you acquire new assets, open accounts, buy real estate, or start a business, you need to make sure your plan is updated and properly funded.

And when it comes to retirement accounts, just be mindful of the SECURE Act.

This is not a one-size-fits-all decision, which is why you should always speak with your tax professional and estate planning attorney before funding ‼️

DISCLAIMER: This post and this page is for general informational purposes only. These posts do not, and are not intended to, constitute legal advice, and you should not act or refrain from acting based on any information provided on this post or page. Please consult with your own legal counsel on your situation and specific legal questions you have. The information provided on this post or page is not privileged and does not create an attorney-client relationship with MarkSetGo Law or any of the firm’s attorneys, nor does the transmission of comment or a direct message create an attorney-client relationship.

05/18/2026

I used to ask God for a voice to sing.

I felt like if I could just sing, I could reach people through my voice.

Then one day, He revealed to me that He DID give me a voice.

Not a voice to sing…
But a voice to teach.
To educate...
To pour wisdom into people who were never taught.
To help families build, protect, and preserve what generations before them never had the opportunity to learn.

And now I’m walking in obedience to who God has called me to be…

I am excited to announce that I am speaking at !

I’ll be joining some of the sharpest minds in business, investing, entrepreneurship, and culture for a conversation bigger than motivation—this is about strategy, ownership, ex*****on, and building real wealth.

The rooms you sit in matter.
The conversations you’re exposed to matter.
The people you meet can change the trajectory of your business and your life.

If you’ve been looking for your sign to get in the room, THIS IS IT!

August 7-9, 2026 | Atlanta, GA
Lock in now: www.investfest.com

PathToProsperity

05/15/2026

Comment “INTERESTED”

This DOESN’T just apply to divorce, can also be exposed to:

• Lawsuits
• Creditors
• Bankruptcy
• Failed businesses
• Predatory claims
• Bad financial decisions

05/06/2026

What Ken is describing is not just “estate planning.”
It’s a private family banking system designed to create, protect, and recycle wealth for generations.

Here’s the real structure behind it:

Trust → Family Limited Partnership → Operating Companies

The trust protects and transfers wealth.
The family limited partnership controls how capital moves.
The businesses generate the cash flow.

Then instead of wealth dying with one generation, the money gets reinvested into the next one through:

• business funding
• investments
• family loans
• acquisitions
• real estate
• ownership transfers

This is why true wealth is built ABOVE the operating company.

The business makes money.
The structure keeps the money.
The strategy multiplies the money for generations.

Most entrepreneurs never learn this part.

05/05/2026

You built the wealth.
now it's time to protect it.
If you have income, assets, or a business…
and it's not structured properly…
you are exposed.

Join this free training to learn how to protect the wealth you built.

If you have income, assets, or a business… and it's not structured properly…you are exposed.

05/01/2026

An ILIT keeps your life insurance out of your taxable estate.
A Dynasty Trust makes that money last for generations.

When you combine them — that’s where the real wealth gets built.

Here’s why it works:

- The death benefit pays into the trust — 100% income-tax free
- The trust controls *how* and *when* money is distributed
- Each generation only receives a portion — the rest keeps growing
- The funds stay protected from creditors, divorces, and lawsuits
- The wealth compounds across generations instead of getting spent in one

That’s the difference between leaving an inheritance and building a legacy.

Without a trust → the money gets distributed and usually spent within 1–2 generations.

With a properly structured ILIT + Dynasty Trust → that same policy can fund your family for 3, 4, 5+ generations.

This is how wealthy families think



DISCLAIMER: This post and this page is for general informational purposes only. These posts do not, and are not intended to, constitute legal advice, and you should not act or refrain from acting based on any information provided on this post or page. Please consult with your own legal counsel on your situation and specific legal questions you have. The information provided on this post or page is not privileged and does not create an attorney-client relationship with MarkSetGo Law or any of the firm’s attorneys, nor does the transmission of comment or a direct message create an attorney-client relationship.

04/29/2026

Ladies, Let me tell you why it matters who you marry ‼️‼️‼️

Last week, I was invited by Melanin Money to record a podcast at the New York Stock Exchange discussing generational wealth strategies, myths, all of it.

Even saying that out loud still feels surreal.

After we wrapped, I saw Peter Tuchman one of the longest-standing traders on Wall Street. They call him the Einstein of Wall Street.

So of course, I went over to introduce myself and take a picture.

We start talking about what I do… estate planning, asset protection, building generational wealth.

Then he mentions he has a podcast and records right there at the NYSE all the time.

And right as the conversation is wrapping up, I see my husband lean in…

And I already know.

He’s about to say something bold.

In my head, I’m like… yeah right, he’s not about to ask this man to put me on his show.

But my husband doesn’t hesitate.

He advocates for me in rooms I’m still learning to fully own.

And before I can even process it…

Peter goes, “I’d love that. Here’s my cell. Let’s get you scheduled.”

Just like that.

Opportunity.

Access.

Alignment.

All because of proximity and the person standing next to me.

It’s not just about marrying someone you love.

It’s about marrying someone who sees your vision,
speaks your name in rooms and isn’t afraid to open doors you didn’t even think to knock on.

04/21/2026

Yes, a trust can absolutely purchase real estate!

Here’s why the wealthy use trusts:

• Keeps ownership private
• Helps avoid probate
• Creates a clear plan for succession
• Can be paired with the other structure like holding companies/limited partnerships

Whether you’re buying your first property or scaling a portfolio, how you hold the asset matters just as much as how you acquire it.

COMMENT “INTERESTED” to learn more!

04/21/2026

Most people are familiar with a traditional IRA, the type you can create through a brokerage like Schwab, E-Trade or Fidelity.

But you are not allowed to buy real estate with a “traditional IRA”.

Instead, you need to set up a “self-directed IRA”
through a specialized company, which acts as the custodian

This is a great way to get into real estate using your retirement funds but this strategy should be done with caution !!!

IRS rules prohibit individuals from engaging in “self-dealing” in their IRA means you can’t do business with yourself or engage in any transactions that provide you with the financial benefit, instead of your IRA.

For example, if you use $250,000 from your IRA to invest in a rental property and then let your daughter and her family move in, even if they pay rent, the investment would be considered a prohibited transaction. If discovered, the IRA could rule the $250,000 investment a distribution and you would be liable for any subsequent taxes and penalties.

The IRS also requires that any real estate owned in your IRA be strictly for investment purposes only. That means you and your family members cannot use it for personal reasons – under any circumstances.

So, if you buy a property to list on Airbnb or a similar service, and you or your family members stay there when it isn’t rented, that would be a violation of the rules.

In addition, all expenses for your property, including, but not limited to repairs, utilities, taxes, homeowner association fees and insurance, must be paid with funds from your self-directed IRA. You cannot pay them yourself, which means you’ll need to have plenty of cash in your account. And any income generated by your investment property cannot be paid to you – it must be paid directly to your IRA.

Another restriction on property held in an IRA is that you are not allowed to do any improvements yourself.

Set up a business strategy call with my team to learn more 833-627-5738