Strategies to Navigate Estate Planning Challenges and Foster Harmony in Blended Families
Estate planning for blended families can be a complex and sensitive process. Blended families, which may include remarried spouses [...]
Using Trusts in Estate Planning: Discover Potential Tools to Help You Plan for the Future
Although we all hope to enjoy many more years with our loved ones, creating an estate plan is essential for every adult, no matter [...]
Effective Estate Planning: Avoiding Common Mistakes
Estate planning is an essential process for anyone looking to manage their assets, protect their loved ones, and establish a clear [...]
Mailbag: Not Retiring But Taking Social Security and Gifting vs. Inheritance
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase continue answering viewer questions, inc [...]
The Survivor Tax Trap
On this episode of the Retire Your Way with ILG Financial Video Series, Dave and Chase discuss the survivor tax trap and how yo [...]
A Menu of Trust Options
A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated benefi [...]
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.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter.
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.
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.
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.