Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

Justin C. Duft, JD, CFP®, CLU®, ChFC®, CLTC, is director, advanced planning, at Commonwealth Financial Network®, member FINRA/SIPC, the nation's largest privately held Registered Investment Adviser–independent broker/dealer. With the firm since 2007, Justin acts as a resource for advisors on issues involving executive benefits, business, tax, estate, and charitable planning, and his strong background in insurance adds a unique perspective to the planning process. Justin has a JD from New England Law│Boston, an MS in financial services from The American College of Financial Services, and a BS in business administration from Northeastern University. He also holds FINRA Series 6, 7, 24, and 63 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

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Recent Posts

A Guide to Teaching Financial Literacy to Your Clients’ Children

Estate and Tax Planning Opportunities Under the Tax Cuts and Jobs Act

Trends in Estate Planning: How Safe Are Irrevocable Trust Assets?

Grow Your Practice Through Charitable Planning

New Portability Rules for Estate Taxes: A Simplified Opportunity

A Guide to Teaching Financial Literacy to Your Clients’ Children

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

August 14, 2018 at 10:00 AM

You help your clients navigate today’s complex financial environment on a daily basis. But did you know that you’re in a unique position for teaching financial literacy to your clients’ children? 

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Topics: Financial Planning

Estate and Tax Planning Opportunities Under the Tax Cuts and Jobs Act

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

June 20, 2018 at 1:30 PM

Given recent changes to the tax code, it’s very likely your clients have questions about their existing estate planning strategies. Of course, having a thorough understanding of these changes will help you identify issues in their current plans. But perhaps more important, you’ll be able to identify unique estate and tax planning opportunities under the Tax Cuts and Jobs Act (TCJA).

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Topics: Estate Planning

Trends in Estate Planning: How Safe Are Irrevocable Trust Assets?

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

March 14, 2018 at 1:30 PM

One of the primary goals of estate planning is to minimize income and estate taxes while efficiently transferring wealth to the next generation. An oft-used means of achieving this goal is the irrevocable trust, which removes transferred property from the grantor's estate. But just how safe are irrevocable trust assets?

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Topics: Estate Planning

Grow Your Practice Through Charitable Planning

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

January 10, 2018 at 1:30 PM

Many high-net-worth clients give to charity annually, and they need you to help them identify the most efficient way to support the causes that are important to them. By brushing up on your knowledge of the charitable deduction and various giving strategies, you can both help your clients meet their philanthropic and legacy goals and grow your practice through charitable planning.

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Topics: Financial Planning

New Portability Rules for Estate Taxes: A Simplified Opportunity

Posted by Justin C. Duft, JD, CFP, CLU, ChFC, CLTC

November 14, 2017 at 10:00 AM

Looking for a way to help clients simplify their estate taxes, especially after the death of a spouse? The IRS’s new portability rules for estate taxes may be just the opportunity your clients need. The agency’s recently released Revenue Procedure 2017-34 allows for a deceased spouse’s unused exclusion amount to be transferred to the surviving spouse retroactively, offering the potential for substantial savings.

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Topics: Estate Planning

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