Testimonials

"Kirk clearly possesses a deep and broad professional acumen that extends well beyond his own industry and into the estate, tax, and accounting spheres. More importantly, however, Kirk makes a genuine, selfless, personal investment in his clients that exceeds the retained or even expected service-and often without compensation. I have concluded he does so because he not only enjoys the professional service, but because he creates endeared friendships out of what started as mere client relationships. I have seen these friendships form and last because of Kirk's unyielding professionalism that is based on an "only what is best for the client" approach. He possesses not only a unique balance between business and personal attention, but a unique ability to explain complex principles to clients in an approachable and comprehensible manner. As a result, clients listen to Kirk; they trust Kirk; they follow Kirk's advice. So do I. "

Jeffrey G. Moore, AV-rated attorney

"I am writing to wholeheartedly recommend Dovetail Planning Solutions and, in particular, Kirk Marley, for their exemplary estate planning services. Our family’s experience working with Kirk was nothing short of outstanding. Throughout the estate planning process, Kirk demonstrated exceptional professionalism, providing us with several comprehensive options that allowed us to select the best plan for our family farm’s unique needs. Kirk’s knowledge and attention to detail were evident from our very first meeting. He took the time to understand our goals and concerns, patiently answering our questions and guiding us through each step. The customized approach offered by Kirk and his team gave us tremendous peace of mind, knowing that our assets and legacy would be safeguarded for future generations. Recently, my father, one of our farm’s owners, was diagnosed with pancreatic cancer. This forced us to take a closer look at our estate planning arrangements. Thanks to Kirk’s outstanding work, everything was already in order. There was no scrambling, no confusion—just the reassurance that our plan had accounted for contingencies we hadn’t even considered. This is a testament to Kirk’s thoroughness and foresight. Our experience is, unfortunately, more common than many might think. Estate planning decisions often come to the forefront amid family farm tragedies, when emotions are running high and the stakes are even higher. In several conversations with other farm families, I’ve realized that having a well-structured plan in place is a rare but invaluable asset. As I told Kirk after my dad’s initial diagnosis, it was a blessing how much we didn’t have to worry about because he helped us get everything organized ahead of time. Kirk’s guidance made a difficult time much more manageable. While the future is always uncertain, Kirk and his team have helped us reduce the number of variables that could complicate our journey. We now feel equipped to navigate whatever challenges may arise, secure in the knowledge that our estate is protected and our wishes will be honored. I strongly encourage any family farm, or anyone facing estate planning decisions, to work with Kirk Marley and Dovetail Planning Solutions. Their professionalism, expertise, and genuine concern for their clients set them apart. Kirk did more than deliver a service—he gave us confidence and peace that now allows us to focus on family and friendships in a time when we truly need it."

Benjamin B. Turnbow, Turnbow Farms

"As a third generation Taco Bell franchisee we have navigated multiple ownership changes that have allowed us to maintain a consolidated ownership group through a constantly changing economic environment. Kirk and Dovetail Planning have been an integral part of ES-O-EN's succession planning strategy. Their expertise has enabled us to understand the context and importance of an established succession strategy and facilitated our work with the rest of our legal and financial team to execute those transitions in a seamless way."

Stephen Nicolaysen II, Co-President/CFO, ES-O-EN Management, LLC
PEOPLE FIRST

"We would like to take a moment to thank you for taking the time over the years to advise us on estate and succession planning topics and strategies. Through your service and review we learned that we had a testamentary trust and not a living trust. The thought of our assets going through probate and then being placed into a trust was not positive and we did not know that was what our estate documents dictated until you and your team at Land as Your Legacy told us. In addition to educating us on asset protection strategies and planning options, you wrote a summary of action items to our attorney and then met with their team to make sure they understood our objectives. We would not have progressed in our planning without your proactive encouragement. We have attended many seminars over the years focused on planning but did not make real progress until you were involved and offered your assistance. Our thoughts and expertise are in farming. Although we knew we needed to work on planning and were occasionally excited about the topics, your influence gave us the momentum to complete the process. Lastly, we want to thank you for your recent follow-up with our attorneys to ensure all documents were drafted, executed, and that the trust was funded with our newly formed LLC interest. We know that planning is a continuous process and, as things change, we'll need a periodic review. We are glad you are there to offer your guidance and expertise."

David Fazio, Fazio Ag, LLC

"Kirk Marley was very knowledgeable and helpful at helping us find the right insurance solutions for our needs. He was willing to take the extra time in explaining the solutions and coming back later explaining more information long after we did purchase. He showed and explained several different ideas for financial planning for our family."

Kevin Loe, Triangle Farms