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

Pushing 100: Tips for Addressing Longevity Risk with Clients

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

Pushing 100: Tips for Addressing Longevity Risk with Clients

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

December 4, 2018 at 10:00 AM

Even today, living to age 100 is considered an impressive accomplishment. But it isn’t as rare as it used to be, thanks to the efforts of those in the medical research field. In fact, according to an article published on DailyMail.com last year, Dutch scientists believe that life expectancy will increase to an astonishing 125 years by 2070! While this may be welcome news to many, it has created new pressures for the financial planning community to help clients prepare for retirement income needs that go past the long-accepted mark of age 90.

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Topics: Retirement Income Planning, Estate Planning

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

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