The Only Debt That Disappears When You Die – And 9 That Don’t
On the latest episode of the Retire Your Way with ILG Financial Podcast, Dave sits down to talk about something many of us have [...]
How to Divide an Inheritance Equally
Minimize the need to decide taxes and transaction costs for all beneficiaries Nothing ignites family arguments like inheritance. I [...]
Tips, Tricks, and Trip-ups with Estate Planning
On the latest episode of the Retire You Way Video Series with ILG Financial, Dave and Chase discuss the tips, tricks, and trip- [...]
Acquaint Grown Children with Your Financial Affairs
Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs. However, as your c [...]
Talking to Beneficiaries About Your Estate Intentions
It’s no surprise that couples disagree throughout their marriage. For the most part, those differences can be resolved relatively [...]
Wills Versus Trusts: Which One is Right For You?
Wills and trusts are both estate-planning tools that can help ensure your assets are protected and bequeathed to your heirs. Howev [...]
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