Tips to Serve Your Family Now and into the Future Through Smart Legacy Planning for Families
Affluent individuals often turn to legacy planning for families to ensure that they protect not only their financial standing but [...]
Crafting a Comprehensive Plan to Secure Your Family’s Future
Estate planning is not just about managing your assets or distributing wealth; it’s about leaving a legacy that lasts for generati [...]
A Cautionary Tale of Estate Planning
It was a significant moment etched in history—August 16, 1977—when the world mourned the loss of the iconic "King of Rock ‘n’ Roll [...]
Tips for Leaving an Inheritance to Family
Make sure you think about potential disruptions and plan ahead of time Families inherit money and sometimes make the right moves i [...]
Dave’s Pick: Do This Instead of Leaving Money to Your Children
Article published by moneywise.com Written by Bethan Moorcraft "If you love your kids, don’t leave anything to them when you die, [...]
Problems to Avoid When Gifting Inheritance
Gifting your inheritance could potentially result in negative and unexpected issues for you and your heirs if not done correctl [...]
Megan Jones joined the ILG Financial team in 2020 as marketing director. Megan and her husband live in Fredericksburg, VA with their German Short Haired Pointer, Gus. Megan is a graduate of Longwood University and holds a degree in communications. Megan is the oldest of Dave Lopez’s three children and not only enjoys working alongside her father, but also with her cousin, Chase, who joined the ILG Financial team in 2020 as an advisor. Megan is also a fully licensed Life, Health, and Annuity agent. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
Amy Anderson joined the ILG Financial team in 2023 as the client relations coordinator. Her responsibilities include scheduling of appointments, annual check-up notifications, and annuity and required minimum distribution assistance. She is a graduate of Harding University with a degree in Computer Information Systems. Amy and her husband have two children and she enjoys reading, crocheting, music and spending time with her family.
Terri Center joined the ILG Financial team in 2019 as client services manager. She handles client records, application processing, and gathering information to provide a professional and friendly experience with all of our clients. Terri is a graduate of Oakland University. She is married and has two children. She enjoys hiking, family time, and puzzle challenging video games. She also likes to share her creativity in her canvas paintings and sewing projects.
Jessica Carson joined the ILG Financial team in 2018 as an agent. Jessica and her husband have four children, two dogs, 3 barn cats, 5 chickens, and three parakeets. She indeed loves her children and pets! When not at work, Jessica enjoys playing the piano and cello as well as traveling and spending time outside with her family, hiking, fishing, and boating.
Chase Lopez joined the ILG Financial team in 2020 as an advisor and obtained his