Legacy & Asset Protection Coaching - McDougle and Associates

About Course

This course is designed to empower individuals and families to protect what God has entrusted to them—building a lasting legacy through biblical wisdom, legal planning, and financial stewardship. Through practical guidance and spiritual principles, students will learn how to preserve assets, plan for generational transfer, and honor God through intentional legacy-building. Whether you’re beginning to build wealth or preparing to pass it on, this course provides a Christ-centered foundation for lasting impact.

“A good person leaves an inheritance for their children’s children…” – Proverbs 13:22 (NIV)

How to define legacy and asset protection from a biblical perspective
How to align your financial goals with God’s purpose for your life and family
The fundamentals of estate planning, including wills, trusts, and beneficiary designations
How to protect your assets legally and ethically through proper planning
Strategies to reduce financial risk and safeguard what you've earned
The importance of documenting your wishes for medical and financial decisions
How to prepare the next generation to manage and grow inherited wealth
How to integrate generosity and faith into your long-term financial planning
Steps to create a legacy that includes spiritual, relational, and financial impact
How to leave an inheritance that reflects God’s provision and your values

Course Content

Topic 1. Biblical Foundations of Legacy Building
Explore what the Bible says about inheritance, stewardship, and family responsibility. Learn how creating a legacy is not just about wealth, but about spiritual and moral influence that lasts for generations. “The righteous lead blameless lives; blessed are their children after them.” – Proverbs 20:7 (NIV)

Topic 2. Asset Protection Basics
Understand the tools and strategies to legally and wisely protect your assets—from insurance and estate planning to setting up trusts. This session helps students guard what God has given, avoiding unnecessary loss or risk. “Be sure you know the condition of your flocks, give careful attention to your herds…” – Proverbs 27:23 (NIV)

Topic 3. Wills, Trusts, and Estate Planning
Learn how to prepare legal documents that reflect your values and provide clear direction for your family. This topic covers the differences between wills and trusts, and how to set up an estate plan with wisdom and faith. “Put your house in order...” – Isaiah 38:1 (NIV)

Topic 4. Generational Wealth & Giving with Purpose
Discover how to pass on not only financial resources but also a mindset of generosity, purpose, and faith. This session focuses on teaching future generations how to manage, multiply, and use wealth for God’s glory. “Command them to do good, to be rich in good deeds, and to be generous and willing to share.” – 1 Timothy 6:18 (NIV)

About Course

What Will You Learn?

Course Content