How the 2021 Estate Tax Exemption Will Affect You
Every year the federal government decides how much of your estate isn't subject to taxes when you die. This year, thanks to inflat [...]
Travel to Some of the Best Lakes Bordering Virginia
The summer is upon us and a lake getaway may be on your mind. We’ve got you covered! We’ve listed the #1 lake (compiled by Readers [...]
Why Millennials are Planning their Long-Term Care Now
Millennials are victims of many stereotypes, but the one that portrays them positively suggests they're a planning generation. The [...]
How Biden’s Tax Plan Could Impact Your Wallet
Candidates run campaigns on promises and plans, but that doesn't mean they ever come to fruition. The Biden administration will ma [...]
Using Life Insurance as a Wealth Transfer Vehicle
Does your estate plan include transferring your wealth onto your family? Have you looked over potential tax implications? It’s imp [...]
Last Minute Tax Deadline Tips
The new tax deadline is coming up and Dave Lopez joined FOX 5 to share some last minute tips. [...]
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.